Emerging Market Growth to Beat Developed in 2020: Cazenove

The video discusses the impact of the coronavirus on emerging markets, highlighting the potential for investment opportunities despite market sell-offs. It emphasizes the attractiveness of Asian markets, particularly in technology sectors, and the potential for economic rebound based on historical data. The video also covers global growth expectations for 2020, noting the importance of trade escalation in manufacturing recovery. Overall, the video suggests that the coronavirus impact is temporary and that markets will eventually recover.

What is the speaker's view on the impact of the coronavirus on emerging markets?

• The virus will lead to a permanent decline in emerging markets.

• Emerging markets will outperform developed markets in the short term.

• It presents a buying opportunity due to temporary weakness.

• It will have a long-term negative impact.

Which sector in China is considered attractive despite the coronavirus impact?

• Automobile

• Real Estate

• Technology

• Healthcare

What is the speaker's expectation for global growth in 2020?

• A significant decline compared to 2019

• A modest growth pace with some recovery

• No growth due to ongoing trade tensions

• Rapid growth surpassing historical averages

How does the speaker compare the current coronavirus impact to past events?

• It is expected to have a more severe impact than past events.

• It will have no impact on economic activity.

• It is similar to past events where recovery followed containment.

• It is unprecedented and unpredictable.

What factor is crucial for the recovery of the manufacturing sector according to the speaker?

• Technological advancements

• Higher consumer demand

• Easing of trade tensions

• Increased government spending