RHB's Jha: Buy on Dips in 2Q

The video discusses the current economic landscape, focusing on inflation, bond market dynamics, and the impact of China's lockdowns on global markets. It explores investment strategies in emerging markets, particularly in Southeast Asia and India, and analyzes monetary policy's effect on financial conditions. The video also covers currency trends, including the yen and yuan, and provides forecasts for Asian markets.

What are the main concerns discussed in the bond market?

• Unemployment and wages

• Inflation and growth

• Trade deficits and surpluses

• Technological advancements

What is the anticipated impact of the Federal Reserve's actions on financial conditions?

• Gradual tightening

• Significant tightening

• No change

• Moderate loosening

How might China's slowing local demand affect global inflation?

• By increasing commodity prices

• By stabilizing currency values

• By suppressing inflation

• By boosting global demand

What is the geopolitical strategy involving China and India in relation to Russia?

• Supporting Western sanctions

• Circumventing sanctions

• Neutral stance

• Imposing additional sanctions

Which regions are favored in emerging markets according to the strategy discussed?

• Middle East and North Africa

• South America and Africa

• Southeast Asia and India

• North Asia and Europe

What is the expected movement of the dollar-yen exchange rate by the end of the year?

• Fluctuating around 135

• Above 130

• Below 120

• Stable at 125

What is the expected role of the Bank of Japan in the currency market?

• Maintaining current policy

• Adjusting monetary policy

• Increasing interest rates

• Decreasing interest rates