Asking about tech earnings and whether Korea's rally can continue.
Host
Harold van der Linde
Tech remains the dominant story in Asia, with strong earnings upgrades in Korea and Taiwan. Rotation is happening as investors seek exposure outside the US.
Asking about China's formula for this year and whether US money is returning.
Host
Harold van der Linde
We see money coming back into China from Europe and the US, not just mainland Chinese money. Interest is shifting from dividend-yielding stocks to cyclical sectors like AI, biotech, and construction equipment.
Asking about the importance of the next Fed chair nominee.
Host
Harold van der Linde
The Fed chair pick matters because we need the independence of the Fed. Inflationary pressures remain, and the market is recalibrating away from expecting rate cuts.
Asking if the worst is over for Indonesia's market after the MSCI warning.
Host
Harold van der Linde
For this particular issue, a lot of the worst is over for the market. Indonesia has formed a task force and is engaging with MSCI, which is positive.