DWS APAC CIO Sean Taylor on Beijing's Regulatory Crackdown

The video discusses the economic challenges and investment strategies within China, highlighting regulatory impacts and market uncertainties. It explores global market trends, focusing on the US and Europe, and the potential for investment in emerging markets like India and Brazil. The discussion includes an analysis of Chinese tech valuations and the effects of regulatory changes. The impact of tapering on global assets is examined, with a focus on market resilience and liquidity. Finally, the video addresses the influence of currency changes on emerging markets, emphasizing the need for selective investment strategies.

What is a key strategy for investing in the Chinese market according to the video?

• Investing in foreign currencies

• Avoiding all Chinese stocks

• Focusing on policy-driven stocks

• Investing in traditional manufacturing

Which markets are highlighted as having potential due to opening up and commodity prices?

• United States and Europe

• South Africa and Mexico

• China and Japan

• India, Brazil, and Russia

What is the expected impact of tapering on US equities?

• A significant long-term decline

• A temporary pause or correction

• No impact at all

• Immediate and sustained growth

How is the US 10-year yield described in the context of tapering?

• Unpredictable

• Rapidly declining

• Highly volatile

• Surprisingly resilient

Which Asian countries are considered attractive for investment grade according to the video?

• Vietnam and Malaysia

• South Korea and Thailand

• India and Indonesia

• China and Japan