Mispricing in Some Markets Creating Opportunities, East Capital Asset Says

The video discusses market trends in 2018, highlighting investor sentiment and geopolitical risks. It explores the balance of risks and opportunities in emerging markets, considering monetary policy and sentiment. The impact of currency management and economic policies, particularly in China, is also examined, emphasizing stability and positive sentiment for investors.

What was the general market sentiment in 2018 regarding trade wars?

• There was a significant trade war impacting markets.

• Discussions about trade wars were prevalent, but no actual trade war occurred.

• Trade wars were not a concern at all.

• Trade wars had a major impact on all global markets.

How did the US-Mexico trade deal affect market sentiment?

• It caused market sentiment to become neutral.

• It positively influenced market sentiment.

• It negatively affected market sentiment.

• It had no impact on market sentiment.

What role does sentiment play in market dynamics according to the transcript?

• Sentiment has no role in market dynamics.

• Sentiment is the only factor affecting market dynamics.

• Sentiment is irrelevant to long-term investors.

• Sentiment can cause mispricings and affect investment decisions.

What is the significance of the number 7 for the PBOC in terms of currency management?

• It is the magic number for stabilizing the yuan.

• It is the target inflation rate.

• It is the number of economic policies in place.

• It represents the number of major trade partners.

How do Chinese corporates view the current currency environment?

• They see it as unstable and risky.

• They are very concerned about currency fluctuations.

• They are indifferent to currency changes.

• They view it as stable and not a major concern.