SGMC Capital Favors Japan & Singapore Stocks

The transcript discusses the current market volatility influenced by Evergrande's financial troubles and the anticipation of the Federal Reserve's upcoming decision. It highlights the spike in the VIX index, indicating increased market nervousness, and the potential for an orderly default by Evergrande. The conversation also touches on the risks of contagion among property developers and the importance of monitoring liability levels and leverage. Finally, it emphasizes the need for investors to focus on medium to long-term strategies, considering the potential for industry targeting and the importance of selecting companies with strong growth prospects.

What are the implications of low visibility in the market as mentioned in the text?

What strategies should investors consider for the medium to long term based on the discussion?