Jonathan Garner: Asia Equities Rally Once More

This podcast episode discusses the recent correction and ongoing bull market in Asia and emerging market equities. The correction, which lasted for six weeks in February and March, was caused by external factors such as banking sector risks in the US and Europe. However, EM assets have since stabilized and begun to rally again, driven by an ongoing recovery in China, positive developments in the semiconductors and technology hardware sectors, and a positive outlook for India. The investment thesis for EM assets remains strong, supported by broad-based economic recovery, attractive valuations, and favorable structural trends.