Milford AM's Curtayne on Global Markets

What is a recommended strategy for remaining defensive in the current economic climate?

• Avoid all investments

• Invest heavily in tech stocks

• Hold a combination of cash and undervalued assets

• Focus solely on AI stocks

Why is the liquidity picture considered more important than interest rate changes?

• It determines the central bank's policies

• It directly affects government spending

• It influences the quantitative easing measures

• It impacts the overall market environment

How should investors approach AI stocks in the current market?

• Engage in careful stock picking

• Invest heavily without caution

• Avoid them completely

• Focus only on short-term gains

What is the expected trend for the US dollar compared to the Kiwi in the coming months?

• The Kiwi will experience a significant rise

• Both currencies will remain stable

• The US dollar will outperform the Kiwi

• The Kiwi will outperform the US dollar

What is the anticipated impact of China's targeted stimulus?

• A reduction in economic surprises

• A decrease in consumer spending

• A boost in inventory restocking

• A decline in property completions