Saxo Markets' Strategist Amir on Investment Strategy

The video discusses the current market outlook, highlighting concerns about a recession and inflation exacerbated by the war in Ukraine. It suggests shifting investments towards commodities like oil and gold, which are expected to rise. The video also notes the strong performance of markets in Brazil and Australia, supported by Chinese stimulus. It emphasizes the importance of diversification and suggests investing in defense and cybersecurity sectors due to increased military spending by countries like Germany.

What major global event has intensified the shift from tech to commodities?

• The COVID-19 pandemic

• The war in Ukraine

• Brexit

• The US-China trade war

Which commodities are recommended for overexposure as a hedge against inflation?

• Cryptocurrencies

• Oil, gas, and gold

• Real estate

• Technology stocks

Which markets are noted for outperforming this year?

• Germany and France markets

• China and India markets

• US and UK markets

• SX 200 and Brazil's market

What is the impact of Chinese stimulus on the commodities market?

• It supports the iron ore price

• It causes a drop in gold prices

• It decreases the demand for commodities

• It leads to a decline in oil prices

Which sectors are suggested for diversification in light of current global trends?

• Automotive and manufacturing

• Defense, logistics, and cybersecurity

• Agriculture and fisheries

• Retail and hospitality