BNP Paribas Asset Mgmt. Jessica Tea on Asian Equities

The video discusses the impact of the Fed's policies on global markets, particularly in Asia, highlighting the region's improved macroeconomic stability. It explores the divergence between developed markets and Asia, focusing on China's regulatory changes and economic opportunities. The discussion includes investment strategies, emphasizing stock-specific approaches and defensive investments, and highlights opportunities in Hong Kong financials and the energy sector.

What long-term stories should investors not forget when considering the Chinese market?

What strategies should investors consider in the current market environment?

How do you assess the opportunities in Hong Kong's financial sector?