Eastspring Investments' Gupta on Markets, Strategy

Eastspring Investments' Gupta on Markets, Strategy

Assessment

Interactive Video

Business

University

Hard

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The video discusses the current state of global markets, focusing on the stabilization seen in recent weeks and the impact on the Chinese economy. It highlights the cautious approach towards emerging market equities, with a preference for investments in the US and Europe. The discussion also covers the investability of China, emphasizing the attractiveness of Asian high yield bonds from a medium-term perspective. The video concludes with insights into market mispricing and the opportunities it presents for long-term investors.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What are the speaker's thoughts on Asian high yield investments?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

In what way does the speaker suggest that market reactions to news can create opportunities for long-term investors?

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