Virus Outbreak Likely to Be a Buying Opportunity Long Term: Says UBP’s Calder

The video discusses the impact of outbreaks on Asian markets, drawing parallels with past events like the 2003 SARS outbreak. It predicts worsening conditions in the short to medium term, with increased cases and deaths. However, it suggests that long-term investors may find buying opportunities during market weakness. The video also analyzes the impact on sectors like tourism and consumption in China and Asia, and forecasts a potential bottoming and recovery of earnings in the broader Asian market.

What factors are expected to influence the short to medium term outlook for the markets?

How has the tourism sector been impacted according to the discussion?

Which sectors are suggested to be avoided during the current market conditions in China?

What is the expected trend for earnings in Asia according to the text?

What is the significance of the earnings peak mentioned in the text?