India, Philippine Stocks Favored, Daiwa Capital's Kitney Says

The video discusses economic opportunities in Asia, focusing on India and the Philippines. India's economic growth is driven by domestic demand, with a policy rate of 6.25% and inflation at 2%. The decline in energy prices and global inflation expectations have positively impacted India's economy. The Philippines has seen a turnaround with inflation dropping from 6.7% to 4.4%, and policy rates adjusted accordingly. The video highlights the potential for easing monetary policy in India and the improved economic conditions in the Philippines.

What is one of the main reasons for the decline in India's inflation rate?

• Increase in domestic demand

• Rise in global oil prices

• Increase in interest rates

• Decline in energy prices

What demographic advantage does India have that supports its economic growth?

• Low population density

• Best demographics in the world

• High birth rate

• Aging population

Why is India trading at a premium in the global market?

• Because of its strong currency

• Owing to its low inflation rates

• Because of its domestic demand-driven economy

• Due to its high export rates

What was a significant challenge faced by the central bank in the Philippines?

• Overvaluation of the currency

• High positive real policy rates

• Excessive foreign investments

• Lagging behind in adjusting policy rates

What change has helped stabilize the currency in the Philippines?

• Improvement in the real policy rate

• Increase in export tariffs

• Reduction in government spending

• Increase in foreign reserves