OCBC Bank WM Raised Asian Stocks to 'Overweight': Menon

The video discusses the investment landscape of 2020, highlighting opportunities despite the pandemic. It emphasizes the strong performance of global stock markets and the potential for growth in Asia, particularly in China, Hong Kong, and Singapore. The discussion shifts to small cap stocks and their potential benefits from economic recovery. The video also covers inflation expectations and bond market strategies, focusing on the steepening yield curve and the high yield bond segment.

What was the performance of global equities in 2020?

• Up 5%

• Up 13%

• No change

• Down 10%

Which markets in Asia are expected to perform well next year?

• China, Hong Kong, and Singapore

• Japan, India, and South Korea

• Thailand, Vietnam, and Malaysia

• Indonesia, Philippines, and Taiwan

What shift in stock investment was observed towards the end of 2020?

• From technology to cyclical and value stocks

• From value to growth stocks

• From cyclical to technology stocks

• From small-cap to large-cap stocks

What is the expected impact of vaccines on the global economy?

• Immediate recovery

• Gradual recovery

• No impact

• Negative impact

What is the forecast for US 10-year yields over the next 12 months?

• 0.9%

• 0.5%

• 1.2%

• 1.5%

Which segment of the bond market is expected to perform well?

• Government bonds

• Treasury bonds

• Municipal bonds

• High-yield corporate bonds

What is the expected average inflation rate in the US over the next few years?

• No inflation

• Above 3%

• Below 2%

• Around 2%