Aberdeen Standard’s Kaloo Like China A-Shares, Brazil, India

The video discusses the current market psychology influenced by the US-China trade war, suggesting that a short-term trade deal is already priced in. It highlights the broader confrontation between the US and China, which will continue to affect markets. Investment opportunities in emerging markets like China, Brazil, and India are explored, emphasizing the impact of reflation policies. The video also examines the role of central banks in managing liquidity and the potential risks associated with tightening policies, stressing the need for economic growth stabilization.

What is the broader issue underlying the US-China trade dispute according to the video?

• A misunderstanding about trade policies

• A wider confrontation between the US and China

• A temporary economic slowdown

• A simple disagreement over tariffs

Which market is expected to benefit from China's domestic liquidity and stimulus policies?

• North American market

• Asian market

• African market

• European market

Besides China, which other countries are highlighted as interesting emerging markets?

• Brazil and India

• Russia and South Africa

• Mexico and Argentina

• Turkey and Indonesia

What has been the trend in liquidity by major central banks over the past few years?

• Increasing liquidity

• Stable liquidity

• Tightening of liquidity

• No change in liquidity

What is a potential consequence of the liquidity changes by central banks?

• No impact on markets

• Decreased market risks

• Increased market stability

• Rising risks and market instability