Nomura’s McCafferty Likes Asian Equities

The video discusses the current state of Asian equities, noting they are cheaper compared to US stocks. It highlights the impact of the coronavirus on economic activities, particularly in Hong Kong, and the subsequent adjustments in growth forecasts. The discussion includes the effects on industrial production and the market's reaction, drawing comparisons with the SARS outbreak. The video concludes with insights into investor behavior and market trends.

In what ways can industrial production be affected by the current economic situation in Asia?

What historical context is provided regarding the SARS outbreak and its impact on market behavior?