UBP Favors U.S. Stocks, ‘Underweight’ China, Other Emerging Markets

Kieran Calder, head of equity research for Asia at Union Bancaire Privee, explains why he doesn’t think markets have priced in potential recession in the US or Europe, and discusses the opportunities he sees. He speaks with Shery Ahn and Haidi Stroud-Watts on “Bloomberg Markets: Asia.”