Eastspring Investment's Gupta on Markets

What is one reason for the potential rebound in equities according to the speaker?

• Low cash balances of fund managers

• Respite from Fed hawkishness

• Increase in interest rates

• High investor confidence

Which region is expected to have a more positive equity outlook compared to the US?

• Australia

• Africa

• Europe

• South America

What is a key factor supporting Asian equities?

• US economic policies

• High inflation rates

• China's reopening

• European market trends

Why are emerging market bonds considered attractive?

• They are less risky than US corporate bonds

• They offer high local currency returns

• They are priced cheaply

• They are unaffected by global recession risks

What is a potential risk associated with China's reopening strategy?

• Decrease in global trade

• Reduction in fiscal policies

• Increase in COVID cases

• Strengthening of the US dollar