Market Rally Can Last a Bit Longer, Says Daiwa Capital’s Kitney

Market Rally Can Last a Bit Longer, Says Daiwa Capital’s Kitney

Assessment

Interactive Video

Business

University

Hard

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The video discusses the simultaneous rally in global bonds and equities, highlighting the strongest quarter since 2010. It explores the influence of the Fed's credit conditions on market trends and predicts a potential fade in the rally by mid-year. The speaker advises on capital allocation, suggesting an overweight in emerging markets while being cautious with North Asian markets due to negative trade cycles.

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5 questions

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1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is the significance of the current rally in global bonds and equities?

It marks the weakest quarter since 2010.

It is driven by aggressive growth in 2019.

It is the strongest quarter since 2010.

It is unrelated to Federal Reserve policies.

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

According to the discussion, when is the rally expected to start fading?

By mid-year

By the end of the year

It is not expected to fade

In the next two years

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is the recommended capital allocation strategy for a 12-month horizon?

Overweight developed markets, underweight emerging markets

Equal weight in both developed and emerging markets

Overweight emerging markets, underweight developed markets

Focus solely on North Asian markets

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which markets are considered less favorable due to their exposure to a negative trade cycle?

India and parts of emerging Asia

North Asian markets like Korea and Taiwan

European markets

Latin American markets

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which region is highlighted for its strong and resilient growth profile in a downturn?

Australia

Europe

North America

India and parts of emerging Asia