U.S. Equities Remain a Good Earnings Story Play, Says State Street's Luk

The video discusses the attractiveness of US and Asian equities, highlighting the strong earnings potential in US markets and the undervalued nature of Asian equities. It explores the impact of stimulus packages and trade war developments on Asian markets, particularly China. The video also examines the sentiment-driven nature of the Chinese market and the importance of policy shifts targeting private enterprises.

What is one reason US equities are considered attractive according to the video?

• High investor ownership

• Strong earnings potential

• Low market volatility

• Decreasing interest rates

Why might Asian equities outperform in 2019?

• Stimulus packages in China

• High investor confidence

• Stable currency exchange rates

• Strong GDP growth

What is a characteristic of the local A-share market in China?

• It is unaffected by policy changes

• It has high foreign ownership

• It is heavily influenced by sentiment

• It is driven by macro fundamentals

What is the focus of Chinese policy makers in 2019?

• Targeting public enterprises

• Reducing government spending

• Enhancing transmission channels to private enterprises

• Increasing aggregate liquidity

What is the expected trend for Chinese macro momentum?

• Strengthening significantly

• Remaining stable

• Weakening further

• Improving rapidly