Bernstein Sees 'Big Turnaround' for Asian Markets in 2023

What is the expected impact of China's reopening on Asian markets?

• It will have no significant impact.

• It will negatively affect Asian markets.

• It will positively impact Asian markets, including those outside China.

• It will only benefit the tech sector.

Which markets are expected to lose their leadership in 2023?

• Europe and the USA

• Korea and Japan

• India and ASEAN

• China and Taiwan

What is the investment strategy suggested for 2023?

• Avoid all Asian markets

• Focus on value stocks only

• Focus on growth stocks only

• Focus on individual companies rather than growth vs. value

How does the peaking of the U.S. dollar historically affect markets?

• It generally leads to a risk-off sentiment.

• It has no effect on markets.

• It generally leads to a risk-on sentiment.

• It causes markets to crash.

What are the uncertainties that still need to be monitored according to the transcript?

• Weather patterns

• Technological advancements

• Inflation yields and central bank reactions

• Political changes in Asia