APAC Markets, Disney Vote
Bloomberg Daybreak: Asia Edition
00:00
Investment Opportunities in Asia and the Concerns About US Valuations
Exploring the potential for US investors in Japan and Europe, focusing on AI companies, cyclical sectors, industrials, and financials. Emphasizing the appeal of cheaper Asian stocks, particularly in Asia and India, with high earnings growth and governance reforms in Korea, while noting concerns about high US valuations and avoiding China due to governance issues.
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Transcript
