U.K. Stocks Look Fairly Attractive, Says M&G’s Vohora

The video discusses the uncertainties and risks associated with Brexit delays, emphasizing the impact on business confidence and the need for clarity. It explores how different Brexit scenarios could affect equity markets and highlights investment opportunities in UK stocks, particularly in the FTSE 250 and FTSE 100. The discussion includes the benefits of a diversified portfolio and the potential for international revenue growth.

What is a major consequence of delaying Brexit by six months?

• More political clarity

• Immediate economic growth

• Increased business confidence

• Extended uncertainty

How does the Brexit extension affect UK stocks?

• It provides opportunities due to discounts

• It makes them less attractive

• It causes immediate price increases

• It has no impact

What is a key factor in constructing an equity portfolio related to Brexit?

• Focusing only on domestic markets

• Ignoring political developments

• Predicting exact outcomes

• Preparing for both best and worst scenarios

What is a misconception about FTSE 250 companies?

• They are all international

• They are purely domestic

• They have no market cap

• They are not affected by Brexit

What percentage of FTSE 100 companies' revenues come from international sources?

• 25%

• 50%

• 100%

• 75%