Credit Suisse APAC CIO's Key Investment Views for 2019

The video discusses investment strategies focusing on tech, EV, biotech, and AI sectors, with a particular emphasis on Southeast Asia's domestic consumption. It examines Chinese corporate earnings, influenced by stimulus and trade disputes, and highlights the potential in Chinese real estate due to government support. The video concludes with investment opportunities in Indonesia, driven by political stability and a domestic-oriented economy.

Which sectors are highlighted as having potential upside in the second half of the year?

• Technology, domestic consumption, and Southeast Asia

• Retail, manufacturing, and tourism

• Healthcare, finance, and agriculture

• Energy, utilities, and transportation

What factors are influencing the earnings outlook for Chinese corporates?

• Government policies and consumer spending

• Stimulus measures and trade dispute resolutions

• Interest rates and inflation

• Currency exchange rates and export demand

What is the significance of the real estate sector in China according to the speaker?

• It is unaffected by government policies

• It is primarily driven by foreign investment

• It is the least important sector for retailers

• It has the largest sentiment multiplier in the economy

What is the outlook for the Indonesian market as discussed in the video?

• It is expected to decline due to high oil prices

• It has a strong earnings story and benefits from a domestic-oriented economy

• It is heavily reliant on exports to China

• It faces political instability and economic challenges

What is the anticipated impact of government support on the Chinese real estate sector?

• It will cause an oversupply of housing

• It will boost the sector and potentially lift curbs in cities

• It will have no significant impact

• It will lead to a decrease in house prices