We Are Skewed to the Domestic Side of Asia, Says Fidelity International’s Samant

The transcript discusses the current economic conditions, focusing on bonds, global economic slowdown, and central bank interventions. It highlights investment strategies in Asia, emphasizing valuation opportunities and the impact of trade tensions. The discussion also covers a regional investment thesis, suggesting a focus on domestic consumption over export-heavy economies like South Korea and Taiwan. Finally, it addresses valuation concerns in US equities, considering the role of central banks in extending the business cycle.

What is the thesis regarding export-heavy economies in the context of current market conditions?

In what ways are central banks impacting the duration of the business cycle?