There Are Pockets of Value Around in Equities, Says Eastspring’s Graham

The video discusses market fundamentals, corporate earnings, and the impact of central banks and fiscal policy on asset prices. It highlights the debate on the effectiveness of monetary policy and concerns about earnings growth and debt burden. The video also explores geopolitical risks and the shift from globalization to localized markets.

What is a key factor that might lead markets to start considering weak PMI and export numbers?

• Corporate earnings being affected

• Decrease in consumer spending

• Increase in interest rates

• Rise in inflation

Which market is mentioned as being relatively cheaper compared to the US?

• Japanese market

• Australian market

• European market

• Korean market

What has been a significant support for asset prices over the last decade?

• Fiscal policy changes

• Central bank actions

• Trade agreements

• Technological advancements

What is a major shift in economic policy discussed in the second section?

• Introduction of new taxes

• Shift from monetary to fiscal policy

• Increase in trade tariffs

• Reduction in government spending

What is a potential future scenario for global economic centers mentioned in the transcript?

• A single global economic center

• Multiple centers with Europe leading

• Decentralized economic hubs

• Two centers with China and the US