Asia markets are on a tear in 2025. What are the keys for the rally to continue?

In this episode of "On Investors' Minds," Tai Hui interviews Mark Davids about the outlook for Asian equities, covering topics such as the weakening U.S. dollar and its impact on Asian currencies and exports, the effects of potential tariffs and the reshaping of global supply chains, and the recent performance and sustainability of Chinese equities. They also discuss India's growth prospects, the influence of AI on various APAC markets, and specific opportunities and concerns in markets like Korea and Southeast Asia.