Credit Suisse Dan Fineman on Global Markets, Strategy

The video discusses the positive outlook for Asian markets in 2022, highlighting factors such as inflation, oil prices, and regulatory changes. It examines the banking sector's potential growth and the impact of a strong dollar on Japanese equities. The video also explores the performance of emerging markets in response to global economic conditions.

What is one reason Asian markets are expected to perform well in advance of Fed rate hikes?

• Asian markets are unaffected by oil prices.

• Asian markets are more expensive than US markets.

• Fed rate hikes have no impact on Asian markets.

• Inflation typically helps Asian markets outperform.

Why might Asian banks perform better next year compared to global and American banks?

• They are less affected by inflation.

• Their earnings growth is expected to be better.

• They have more government support.

• They have higher interest rates.

How does a strong dollar benefit Japanese companies?

• It increases their overseas earnings.

• It reduces their export opportunities.

• It leads to higher production costs.

• It decreases their competitiveness.

What common factor is driving both higher rates and the performance of Asian stocks?

• Political stability

• Strong growth and inflation

• Decreasing oil prices

• Technological advancements

What is the expected impact of corporate reform on Japanese stocks?

• It will have no impact.

• It will make them more expensive.

• It will keep them on track and cheap.

• It will lead to a decline in their value.