Japanese, European Equities Can Go Higher: LGT Bank’s Hofer

The video discusses the recent market trends focusing on the value search in Japan and the potential for Japanese and European equities. It highlights the impact of a weakening U.S. dollar on emerging markets, particularly in Asia, and provides an analysis of the dollar bear market, suggesting a multi-year slide due to significant U.S. twin deficits. The discussion also touches on the valuation of the euro against the dollar.

What is the current market narrative focused on according to the first section?

• A decline in Japanese equities

• Value stocks developing a sustainable outperformance trend

• Growth stocks outperforming value stocks

• A rise in U.S. dollar value

Which regions are preferred for investment during a cyclical upswing according to the second section?

• U.S. and Southeast Asia

• Southeast Asia and Northern Asia

• Europe and Japan

• Northern Asia and U.S.

What is the speaker's stance on the U.S. dollar's future trend?

• The dollar will strengthen significantly

• The dollar will remain stable

• The dollar will experience a short-term decline

• The dollar is expected to enter a multi-year slide

What economic condition is the U.S. expected to carry for a long period?

• Stable interest rates

• Trade surplus

• Significant twin deficits

• High inflation rates

What is the forecasted valuation of the euro against the dollar in 12 months?

• 1.30

• 1.25

• 1.20

• 1.10