PwC's Crow on Geopolitical Investing

The video discusses the economic challenges faced in 2023, focusing on the role of central banks amidst an energy crisis. It highlights the importance of energy transition and climate emergency, with a focus on renewable energy and the availability of critical resources like lithium. The discussion extends to investment needs in Asia, particularly in infrastructure, and the economic growth opportunities in countries like Vietnam. The video concludes with insights into sectors like VC, biotech, and plant-based food as promising areas for growth.

What is one of the main challenges central banks face in addressing supply shortages?

• Increasing interest rates

• Managing currency exchange rates

• Reducing inflation

• Boosting the supply of scarce goods

What is a key factor that has mitigated the economic impact of supply side shocks in Europe?

• Increased oil production

• Unusually warm weather

• Government subsidies

• Higher interest rates

What is a significant concern regarding the electrification of transport?

• Lack of government support

• Availability of charging stations

• Insufficient lithium resources

• High cost of electric vehicles

Which Asian country showed significant GDP growth at the end of 2022?

• Japan

• China

• Vietnam

• India

What sector is identified as having strong performance potential in Asia?

• Venture capital

• Tourism

• Real estate

• Automotive