M&G Investments: Long India & Japan in Long Term

The video discusses the impact of the energy crisis on global markets, focusing on European assets and Asian equities. It highlights market vulnerabilities, cash strategies, and regional market performance, particularly in ASEAN and China. The discussion also covers currency concerns and the strength of the dollar, drawing parallels to past financial events.

How does the energy crisis affect the global economic outlook?

• It only affects Asian markets.

• It has no impact on the global economic picture.

• It complicates the global economic picture.

• It simplifies the global economic picture.

What is the current approach towards deploying cash in equity markets?

• Aggressively deploying cash.

• Investing heavily in North Asia.

• Ignoring market conditions.

• Cautiously waiting due to rising valuations.

Which region is showing resilience in the face of market volatility?

• South America

• Europe

• Southeast Asia

• North Asia

What is the current view on investing in China?

• China is the easiest market to invest in.

• China is investable but with higher hurdles.

• China is not investable.

• China is only investable for short-term gains.

What potential impact could the strong dollar have on global markets?

• Similar ramifications to the 1997 financial crisis.

• Strengthens all global currencies.

• No impact at all.

• Only affects the US market.