Are Risk Assets Attractive?

The video discusses the global economic outlook for 2019, highlighting a depressed growth forecast. It examines the impact of central banks' dovish policies on risk assets and the stabilization of China's economy. The discussion includes investment opportunities in emerging markets and China's policy shift towards pro-growth strategies, emphasizing the importance of these factors for global investors.

What has been the trend in global growth forecasts since the start of 2019?

• They have remained stable.

• They have fluctuated without a clear trend.

• They have decreased significantly.

• They have increased significantly.

What change in central bank policies has been observed since the end of last year?

• A more aggressive tone.

• A more dovish tone.

• No significant change.

• A focus on increasing interest rates.

What is the current outlook for China's economic slowdown?

• It remains highly unpredictable.

• It is expected to improve rapidly.

• It is showing signs of stabilization.

• It is expected to worsen significantly.

How have global funds positioned themselves in relation to emerging markets recently?

• They have completely exited emerging markets.

• Their position has not changed.

• They are more underweight than before.

• They are more overweight than before.

What potential policy shift is China considering according to the discussion?

• Focusing more on deleveraging.

• Reducing fiscal stimulus.

• Increasing environmental regulations.

• Shifting towards pro-growth strategies.