BNP Paribas Is ‘Overweight’ South Korea, Indonesia, India, Hong Kong

Manishi Raychaudhuri, head of Asia Pacific equity research at BNP Paribas, explains why he has downgraded China from “overweight” to “neutral.” He also discusses the outlook for the region’s stocks and currencies, and the opportunities he sees. He speaks with Haidi Stroud-Watts and Shery Ahn on “Bloomberg Daybreak: Asia.”