Taiwan, India Preferred Stock Markets: UBS

The video discusses economic forecasts and market dynamics in the US, China, India, Taiwan, and the Eurozone. It highlights US economic growth, China's reforms, India's export potential, and Taiwan's market exposure. The Eurozone's challenges and Switzerland's market advantages are also explored.

What factors are supporting the strong position of US assets?

• High inflation rates

• US dollar strength and potential rate hikes

• Decreasing consumer spending

• Weak corporate earnings

What is one of the key themes within China that investors find attractive?

• DSO reforms

• Decreasing GDP growth

• Rising unemployment

• High inflation rates

What is expected to happen to China's key rate in 2015?

• Increase by 25 bips

• Increase by 50 bips

• Remain unchanged

• Decrease by 25 bips

What is a significant contributor to India's economic growth?

• Government subsidies

• Domestic consumption

• Exporters

• Tourism

How is India's equity market composition different from China's?

• India has more domestic companies

• India has a higher percentage of exporters

• China has more foreign investments

• China has a higher percentage of exporters

What is the likelihood of sovereign QE in the Eurozone according to the transcript?

• 80%

• 60%

• 40%

• 20%

Why is Switzerland considered an attractive investment destination?

• High inflation rates

• Low yields and strong export market

• Strong domestic market

• High energy exposure