Still See Pockets of Opportunity in 2H, Says Citi's Zaman

The video discusses current market opportunities, focusing on healthcare and its undervaluation compared to the S&P 500. It highlights the potential in telemedicine and Medtech. The impact of Australian lockdowns on the economy is analyzed, noting the absence of jobkeeper support. Global market insights are provided, with a focus on China's market size, regulatory concerns, and tech industry scrutiny. The video concludes with a hopeful outlook for policy stability in China.

What demographic change is driving the opportunity in the healthcare sector?

• Rise in healthcare professionals

• Decrease in chronic diseases

• Aging population

• Increase in birth rates

What sector is identified as having a significant valuation discount compared to the S&P 500?

• Finance

• Technology

• Energy

• Healthcare

What is a key risk for the Australian market if lockdowns continue?

• Increase in tourism

• Rise in exports

• Lack of jobkeeper support

• Decrease in technology investments

Despite recent underperformance, what continues to drive the Chinese market?

• International trade agreements

• Domestic consumption

• Technological advancements

• Foreign investments

What event is expected to bring policy stability in China?

• Olympic Games

• 100-year celebration of the Communist Party

• International Trade Summit

• World Expo