Credit Suisse Expects 'Very Strong' EPS Growth in Asia

The video discusses market trends, focusing on the impact of vaccine rollouts and investor confidence. It highlights the potential for strong EPS growth in Asia, driven by economic recovery and low base effects. The discussion includes insights into Asia's real estate market, particularly Hong Kong, due to favorable conditions and low policy risk. Preferred investment sectors include technology, banking, and insurance, balancing growth and value. The video concludes with a focus on Korea's market strengths, emphasizing DRAM and memory sectors.

What are the two main stories regarding earnings in Asia as discussed?

What sectors are expected to perform well in the recovery phase post-pandemic?

What key takeaways were mentioned regarding Asia as an emerging market for the upcoming year?