Good Quality Equities Are Not That Expensive, Says CIBC’s Gimbel

The video discusses the ongoing trade disagreement between the US and China, focusing on intellectual property and tariffs. It highlights the political and economic factors influencing negotiations, including the US election and issues in Hong Kong. The speaker analyzes the equity markets, suggesting that they are not overvalued and that there are investment opportunities in domestic-oriented companies in both countries. The video concludes with a long-term investment perspective, emphasizing the potential growth in the Asian region.

What is the primary focus of the trade disagreement between the US and China?

• Intellectual property and tariffs

• Military expansion

• Cultural exchanges

• Environmental policies

What factor is said to be a major driving force in the trade negotiations?

• Economic stability

• Cultural differences

• Ego

• Technological advancement

How does the market view the ongoing trade disagreement?

• As an opportunity for immediate profit

• As a resolved issue

• As a problem with a potential resolution

• As a temporary setback

Which sectors are recommended for long-term investment in both China and the US?

• Real estate and construction

• Domestic transportation and pharmaceuticals

• Mining and agriculture

• Tourism and hospitality

What is the expected role of China in the Asian region over the next 20 years?

• A center point for growth

• A declining economic power

• A leader in military technology

• A minor player in global markets