Seth: Add Some Defensiveness in Equity Portfolios

The video discusses the concept of defensiveness in companies, focusing on strong balance sheets, dividends, and buybacks. It highlights defensive strategies in Asia, emphasizing themes like China's reopening recovery. The banking sector in Asia is analyzed, noting differences from the US due to less aggressive interest rate hikes. The video concludes with an examination of the positive market reaction to Alibaba's restructuring, suggesting increased support from Beijing for the private sector.

What factors differentiate the banking sector issues in Asia from those in the US?

How has the sentiment towards China equities changed in light of recent restructuring efforts?