UBS Wealth's Zuercher Sees Opportunities in South Korean Stocks

The video discusses the current state of the market, highlighting increased volatility and shifts in investor sentiment. It explores the misalignment between valuations and fundamentals, driven by trade uncertainties and political factors. The outlook for global and US GDP growth is slower, but a recession is not anticipated. Interest rate hikes are expected, with a focus on the treasury market. Investment strategies in Asia are examined, with opportunities identified in undervalued markets like Korea.

What factors are contributing to the current volatility in the markets?

How has investor sentiment changed from January to October?

What are the expectations for GDP growth globally and in the US for the next year?

What are the potential risks mentioned in relation to the current economic cycle?

What is the outlook for Asian equities in 2019 according to the text?