U.S., Asian Stocks Favored, DBS Group CIO Says

The video discusses the impact of China's economic slowdown on global markets, highlighting the 'cockroach theory' where issues in one company like Apple lead to broader market concerns. It predicts a tug of war between Bulls and Bears in 2019, with no recession expected. The potential for a quick trade war resolution and Fed policy adjustments are seen as positives. Investment strategies favor US and Asian markets due to valuation and stimulus potential. Gold and alternative investments are recommended for portfolio diversification amid market volatility.

What theory is mentioned in relation to the impact of China's slowdown on global markets?

• Ripple Effect

• Domino Theory

• Cockroach Theory

• Butterfly Effect

Which region is recommended for investment due to its low valuations and potential government stimulus?

• South America

• Asia

• Africa

• Europe

What is the primary reason for preferring U.S. equities over European ones?

• Better earnings superiority

• Stronger currency

• Higher interest rates

• Lower inflation rates

What was unusual about the market behavior in 2018?

• All asset classes, including cash, were up

• Only cash recorded positive returns

• Gold and government bonds performed exceptionally well

• Equities outperformed all other asset classes

What role does gold play in a portfolio according to the discussion?

• Speculative investment

• Short-term trading asset

• Primary growth asset

• Portfolio insurance