Finding a Lot of Opportunities in India, China, Says Pictet’s Nandra

The video discusses the current challenges and opportunities in emerging markets, particularly in India and China. It highlights the impact of the trade war on China and investor sentiment, noting that while redemptions are not significant, investors are cautious. The discussion shifts to the tech sector, emphasizing the trade war's tech characteristics and the importance of technological supremacy. Despite challenges, there are long-term opportunities in e-commerce and gaming in China.

What is one of the reasons India is seen as an attractive market despite current challenges?

• Its strong self-help aspect

• Its declining population

• Its reliance on exports

• Its unstable political environment

How are investors reacting to the trade war in terms of their investments in China?

• They are heavily investing in tech stocks

• They are withdrawing all their investments

• They are increasing investments in real estate

• They are mostly staying on the sidelines

What is a key characteristic of the current trade war according to the speaker?

• It is solely about tariffs

• It involves technological supremacy

• It is a short-term conflict

• It is focused on agricultural products

Which sector in China still presents long-term opportunities despite the trade war?

• E-commerce and gaming

• Automobile manufacturing

• Textile industry

• Oil and gas

What strategy is being employed to navigate the trade war's impact on tech investments?

• Investing in all tech companies

• Avoiding names affected by supply chain issues

• Focusing on short-term gains

• Investing in traditional manufacturing