Societe Generale Keeping Exposure to China, Strategist Says

The video discusses the impact of rising yields and the SNP market on Japanese equities, highlighting the vulnerability of cyclical markets in Asia. It examines the effects of energy prices on Asian markets, noting the benefits for energy exporters like Indonesia. The discussion shifts to China's market, emphasizing low offshore valuations and potential risks. Finally, it explores preferences for onshore and offshore sectors, considering valuation perspectives.

What combination of factors tends to benefit the Japanese equity market?

• Falling yield and resilient S&P

• Rising yield and resilient S&P

• Falling yield and weak S&P

• Rising yield and weak S&P

Which Asian market is highlighted for its potential due to commodity exposure and economic reopening?

• Taiwan

• Korea

• Indonesia

• Japan

What is a key factor influencing the vulnerability of Asian markets?

• Stable political environment

• Decreasing interest rates

• Rising commodity prices

• Increasing foreign investments

What was a significant event for China's market in March?

• Decrease in foreign investments

• Increase in export tariffs

• Equity market distress valuation

• Introduction of new trade policies

What policy is still in place in China that affects market risk?

• Reduced interest rates

• Zero COVID policy

• Open border policy

• Increased import tariffs

What is the current valuation status of the offshore equity market in China?

• Moderate

• Extremely high

• Stable

• Extremely low

Which sector is strategically preferred for long-term investments in China?

• Energy sector

• Technology sector

• Onshore sector

• Offshore sector