Takeaways from our inaugural APAC Conference
BofA Global Research hosted its inaugural APAC Conference earlier this month. Timing was opportune. The Chinese CSI 300 Equity Index has outperformed the S&P year-to-date, following years in which the opposite was true and that's helped to pique investor interest. Over 1,200 investors and 300 corporates attended. Winnie Wu joins us to discuss her takeaways from the conference and her views on markets. Winnie believes Chinese equities will remain relatively more attractive in the EM context given the lower valuation and better growth potential for China. She adds China and Korea in particular are very well positioned to leverage AI to help offset their demographic challenges and can potentially achieve higher than expected long-term GDP growth thanks to AI-driven efficiency.
 
You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.
 
"Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities.
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