Global Equities Poised to Do Well in 2019, Kiwoom Strategist Says

The video discusses the impact of US-China trade tensions on global equity markets, highlighting key sectors like healthcare, bio, and the 4th industrial revolution. It explores the potential easing of trade tensions and its positive implications for markets. The trajectory of the US dollar and its effects on emerging markets are analyzed, with a focus on currency depreciation and economic outlooks for countries like China, Korea, and Taiwan. The video also examines central bank policies and inflation trends, predicting a more positive market direction.

Which sector is expected to have growth momentum due to changes from Obamacare to Trumpcare?

• Finance

• Technology

• Healthcare and Bio

• Automotive

What is the expected outcome of the US-China trade tensions by the end of February?

• Increased tensions

• Easing of tensions

• No change

• Complete resolution

What is the predicted change in the US dollar index by the end of next year?

• Increase to 100

• Increase to 98-99

• Decrease to 93-94

• Remain at 96-97

What is the main reason for the predicted weakening of the US dollar?

• Strong economic growth

• High inflation rates

• Decrease in CPI numbers

• Increase in oil prices

Which countries are expected to benefit from a weakening dollar due to their strong manufacturing sectors?

• Argentina and Brazil

• Turkey and Indonesia

• South Africa and India

• China, Korea, and Taiwan

What is the expected monetary policy trend for most Asian central banks?

• Easier monetary policy

• Aggressive rate hikes

• Tightening of monetary policy

• No change in policy

Which factor is NOT contributing to the depreciation of emerging market currencies?

• Low inflation rates

• High external debt

• Weakening US dollar

• Strong foreign reserves