Evercore ISI’s Hyman: Asia to Be Where It’s at for the Next Decade

The video discusses the potential of investing in Asian markets amidst turmoil, with a focus on avoiding Hong Kong and considering US markets due to Fed easing. It explores using US multinationals as proxies for international investments, given the challenges in China. The impact of political situations on investments, particularly in Hong Kong, is also examined, highlighting the global nature of luxury sales.

How does the speaker view the relationship between investing in companies and the countries they operate in?

What challenges does the speaker identify regarding investing in luxury brands in Hong Kong?