Standard Chartered's Narayan on 2H Outlook

The video discusses the current market outlook, highlighting the resilience of US equity markets driven by the tech sector, while noting the stretched valuations. It suggests investment opportunities in high-quality bonds and Asian equities, particularly in Japan, due to central bank policies. The video also explores bond strategies and the potential impact of US-China relations on markets. Finally, it analyzes the strong performance of Japanese equities, driven by corporate profitability and governance improvements.

What has been a key driver for the outperformance of US equity markets?

• The increase in oil prices

• The resilience of the tech sector

• The decline in interest rates

• The growth in emerging markets

What investment opportunity is highlighted due to the recent rise in yields?

• Commodities like gold and silver

• Real estate in emerging markets

• Cryptocurrency investments

• High-quality investment-grade bonds

Why is there a bullish outlook on Asian and Japanese equities?

• As a result of the increase in global inflation rates

• Owing to the decline in global oil prices

• Because of the dovish policies of the Bank of Japan and PBOC

• Due to the hawkish stance of Western central banks

What is the expected impact of improved US-China communication?

• It will lead to a new trade agreement

• It will significantly boost global markets

• It will reduce the downside risk of accidents

• It will cause a decline in tech stocks

What is one reason for the strong performance of Japanese equities?

• The decline in Japanese GDP

• The rise in global oil prices

• The increase in corporate governance measures

• The decrease in Japanese exports