Asian Credit Return for 2020 to Be Better Than Expected: Mizuho

The video discusses the positive outlook for equity markets due to factors like reduced geopolitical risks, US-China agreements, and Brexit developments. It highlights investment strategies to leverage market volatility, such as portfolio hedging and long data calls. The performance of emerging markets is linked to China's growth and the US dollar's behavior. Projections suggest a 3-5% increase in global equity indices by January, with NASDAQ as a potential outperformer.

What are the main factors contributing to the positive outlook for equity markets at the start of the year?

• Decreasing central bank support

• Rising interest rates

• US-China truce and fiscal stimulus

• Geopolitical risks increasing

What is a suggested strategy for taking advantage of the current market conditions?

• Buying long-dated calls

• Selling all stocks

• Investing in real estate

• Avoiding any market exposure

Which factor is crucial for the performance of emerging markets?

• US dollar strength

• European Union policies

• Oil prices

• China's growth

How might US Treasury yields affect global equity indices?

• They will lead to immediate growth

• They might not be a huge stumbling block

• They will have no impact

• They will cause a market crash

Which index is expected to outperform according to the discussion?

• FTSE 100

• NASDAQ

• S&P 500

• Dow Jones