Nomura Is 'Constructive' in Asian Stocks Medium Term

The video discusses potential gains in Asian equities amidst global recession concerns. It highlights three key drivers for growth: China's recovery, the tech cycle bottoming out, and the end of the Fed's tightening cycle. The video also explores investment opportunities in China, Korea, and India, and considers ASEAN markets as a potential safe harbor in case of a US recession or escalating US-China tensions.

What is one of the key factors driving potential gains in Asian equities?

• A rise in European interest rates

• Increased tourism in Asia

• A decline in global oil prices

• The ongoing recovery in China

What is the current expectation regarding the Fed's tightening cycle?

• It will pause temporarily

• It will reverse and loosen

• It has already ended

• It will continue to tighten

What is the expected earnings growth rate for Asian equities in 2024?

• 20%

• 25%

• 10%

• 15%

Which sector in Korea is highlighted as having potential due to the tech cycle recovery?

• Pharmaceuticals

• Set memory names

• Automobile manufacturing

• Textile industry

What scenario could lead ASEAN markets to become a safety harbor?

• A hard recession in the US and escalating US-China tensions

• A decrease in global oil prices

• A decline in Asian tourism

• A rise in European interest rates