BNP Paribas's Raychaudhuri Sees a 'Tale of Two Halves' for Asia in 2019

The video discusses the persistence of volatility in global markets, particularly in the first half of the year, due to events like Brexit and political changes in Asia. It examines the impact of US dollar strength and Fed rate hikes on emerging markets, predicting a more stable environment in the second half. The potential for emerging market assets is explored, considering risks and the global economic slowdown, especially in China. Despite challenges, there are positive factors for Asian markets, such as US dollar moderation and lower commodity prices, which could benefit them.

What are some of the key events contributing to market volatility in the first half of the year?

• Global climate change summit

• U.S. presidential elections

• Brexit negotiations and elections in Asia

• Olympic Games

How is the U.S. dollar expected to perform in the first half of the year?

• It is expected to weaken significantly

• It is expected to collapse

• It is likely to remain stable

• It is expected to strengthen

What is the Federal Reserve's anticipated action regarding interest rates in 2019?

• No rate hikes

• One rate hike

• Two rate hikes

• Three rate hikes

What is one of the risks mentioned for Asian markets?

• A boom in the tech industry

• A surge in tourism

• A rapid increase in oil prices

• A synchronized global economic slowdown

How might declining commodity prices benefit Asian markets?

• By reducing import costs

• By enhancing technological advancements

• By increasing export revenues

• By boosting tourism