Ogoshi: Reduced Semiconductor Exposure

The video discusses India's economic outlook amid COVID-19, highlighting the impact of the second wave and the government's push for structural reforms to attract FDI. It also covers preferred sectors in Asia, focusing on healthcare and cyclicals, and analyzes the banking sectors in the US and Asia. Nomura's recovery from losses and its global ambitions are discussed, along with the semiconductor industry's outlook amid chip shortages.

What is the long-term outlook for India's economy despite the second wave of the virus?

• It remains unchanged.

• It is highly uncertain.

• It has significantly worsened.

• It has slightly improved.

Which sector is highlighted as a core focus due to its performance during the pandemic?

• Technology

• Real Estate

• Healthcare and Pharmaceuticals

• Automobile

How are emerging market banks in Asia perceived compared to developed market banks?

• Less attractive due to poor management

• More attractive due to quality management and long-term outlook

• Equally attractive as developed market banks

• Less attractive due to high risk

What is a key factor driving the potential of banks in countries like India and Indonesia?

• Underbanked populations and digital conversion

• Low competition

• Government subsidies

• High interest rates

Why has there been a reduction in semiconductor exposure despite the chip shortage?

• Government intervention

• Improved supply chain efficiency

• High capital expenditure and uncertain future returns

• Decreasing demand for chips