Virus Outbreak Likely to Be a Buying Opportunity Long Term: Says UBP’s Calder

The video discusses the impact of outbreaks on Asian markets, drawing parallels with past events like the 2003 SARS outbreak. It predicts worsening conditions in the short to medium term, with increased cases and deaths. However, it suggests that long-term investors may find buying opportunities during market weakness. The video also analyzes the impact on sectors like tourism and consumption in China and Asia, and forecasts a potential bottoming and recovery of earnings in the broader Asian market.

What historical event is referenced to discuss market trends during outbreaks?

• The 2008 financial crisis

• The 2011 European debt crisis

• The 2003 SARS outbreak

• The 2020 COVID-19 pandemic

What is the expected short-term impact of the outbreak on global markets?

• Stabilization of the economy

• Decrease in reported cases

• Increase in tourism

• Worsening of reported cases and deaths

Which sectors in China are most affected by the outbreak?

• Technology and finance

• Tourism and consumption

• Agriculture and mining

• Healthcare and education

What might market weakness during the outbreak represent for long-term investors?

• A time to hold

• A period of uncertainty

• A buying opportunity

• A reason to sell

When are earnings in Asia expected to bottom out according to the transcript?

• In the second half of the year

• In the first half of the year

• In the next quarter

• By the end of the year