Global Slowdown in Growth Will Be Negative for Asian Equities, Says Daiwa Capital’s Kitney

The video discusses the global economic slowdown's negative impact on Asian equities, especially in markets tied to the global trade cycle like Japan, Korea, Hong Kong, and China. It highlights potential short-term relief in North Asian markets due to policy uncertainty resolution, such as Brexit developments and trade deals. The UK elections could influence Brexit outcomes, affecting global risk premiums. A larger majority for Boris Johnson might lead to a Brexit deal, while a Labour coalition could result in a referendum, potentially avoiding Brexit.

What is the strategic view on Asian equities over the next year according to the text?

Which North Asian markets are mentioned as having potential for a policy uncertainty relief rally?

How might the upcoming UK election affect the Brexit situation according to the speaker?

What are the potential outcomes of the UK election as discussed in the text?

What is the speaker's view on the possibility of a no-deal Brexit?