Chinese, South Korean Stocks Favored: Societe Generale

The video discusses the impact of central bank actions on market volatility, focusing on liquidity and fiscal expansion. It explores investment strategies in Asia, highlighting opportunities in China, Korea, and Taiwan, while noting growth challenges in other Asian markets. The video also covers the ByteDance deal amid US-China tensions and provides strategies for hedging against these tensions. Finally, it analyzes the Korean market, explaining the rationale for upgrading Korea to overweight due to macro and earnings recovery.

What factors are contributing to the current volatility in the market?

How has the liquidity momentum affected asset valuations?

What is the outlook for growth in Asian markets post-pandemic?

What are the key components of the deal involving ByteDance and Oracle?

What strategies can be employed to hedge against rising US-China tensions?

What rationale supports the upgrade of Korea to an overweight position?

How do the valuations in Korea compare to those in Taiwan?