Bigger Pic: What to buy in Asian markets during the Iran oil shock and AI shakeout

Asian equities are facing renewed pressure as rising oil prices from the Iran conflict drive capital outflows and raise concerns over inflation and growth across the region. But beyond geopolitics, parts of the market, particularly software and internet stocks, have seen sharper declines amid fears of AI-driven disruption. Dan Koh speaks with Lorraine Tan, Director of Equity Research Asia at Morningstar, to understand how investors should think about Asian markets today, from assessing key risks and regional resilience to understanding the recent selloff and where value opportunities may be emerging.See omnystudio.com/listener for privacy information.