Principal Global's West Sees Opportunities in India

The video discusses market trends, focusing on the Shanghai market and the challenges in calling a market bottom. It highlights investment strategies, particularly in China, and the shift from financials to low-beta stocks. The global economic outlook remains positive, with growth around 4%. Emerging markets face challenges due to trade rhetoric and strong dollar impacts. Opportunities are identified in Asia, especially in India, while caution is advised for markets like Malaysia.

What historical events are referenced to discuss the Shanghai Composite Index?

• Economic booms in 2012 and 2013

• Financial crises in 2008 and 2009

• Market bottoms in 2015 and 2016

• Market peaks in 2010 and 2011

What investment strategy shift is highlighted for China?

• From overweight to underweight energy

• From overweight to neutral positions

• From neutral to overweight technology

• From underweight to overweight financials

Which sector is suggested for more exposure due to its domestic focus?

• Technology

• Energy

• Real Estate

• Healthcare

What is the likelihood of a full-blown trade war according to the discussion?

• Moderate probability

• Low probability

• No probability

• High probability

Which market is identified as having strong domestic fundamentals and opportunities?

• Malaysia

• India

• Brazil

• Russia