Principal Global Investors Likes China, South Korea Stocks

The video discusses the impact of COVID-19 lockdowns and second waves on global economies, emphasizing the need for monetary and fiscal stimulus to mitigate economic scarring. It highlights the US-China tech tensions and trade deal reviews, assessing their risks to markets. The discussion extends to emerging markets, noting potential investment opportunities in Asian high yield debt and North Asian equities. Finally, it evaluates gold's role in inflation protection, suggesting real estate as a better alternative.

What is the new approach countries are adopting to handle COVID-19 waves?

• Complete lockdowns

• Stabilization and normalization

• Ignoring the waves

• Permanent restrictions

Which sectors are expected to experience deeper economic scarring due to COVID-19?

• Education and healthcare

• Technology and finance

• Hospitality and transportation

• Agriculture and mining

What is a likely outcome of the repression of interest rates?

• Increased savings

• Higher inflation

• Impact on savers

• Economic boom

How is China expected to handle its trade obligations amidst the US-China tensions?

• Withdraw from agreements

• Renegotiate the terms

• Honor them to the best of its ability

• Ignore them

What is the current stance on emerging markets according to the transcript?

• Overweight

• Underweight

• Neutral

• Avoid

What is a potential alternative to gold for inflation protection?

• Commodities

• Bonds

• Real estate

• Cryptocurrency

What has fueled the recent rise in gold prices?

• High demand in jewelry

• Negative interest rates

• Government policies

• Stock market crash