U.S. 10 Year Yields Still Have Room to Run, RHB Banking Group Says

The video discusses the outlook for bond markets, focusing on the impact of fiscal stimulus and rising bond yields. It outlines key investment strategies, emphasizing the strength of the US dollar and its effects on emerging markets. The discussion also covers the semiconductor shortage and its implications for the electronics sector. The video concludes with an analysis of the pandemic's impact on economic recovery, highlighting the importance of achieving herd immunity.

What is the expected range for the 10-year bond yield by the first quarter of next year?

• 3% to 3.2%

• 1.5% to 1.7%

• 2% to 2.2%

• 2.5% to 2.7%

Which currency is expected to weaken against the U.S. dollar according to the investment themes?

• British Pound

• Japanese Yen

• Euro

• Chinese Yuan (CNH)

What is the primary reason for the negative outlook on emerging markets?

• Trade tensions

• Political instability

• Decreasing oil prices

• Rising U.S. bond yields

Which sector is highlighted as having investment opportunities due to the semiconductor shortage?

• Pharmaceutical

• Electronics

• Agriculture

• Automotive

Which countries are mentioned as key players in the electronics export market?

• Indonesia, Philippines, and Myanmar

• India, Vietnam, and Thailand

• Korea, Taiwan, and Malaysia

• China, Japan, and Singapore

What is the expected timeline for achieving herd immunity in developed countries?

• First half of 2021

• Second half of 2021

• Early 2022

• Late 2022

Which country is identified as the biggest driver of growth for Asia excluding Japan?

• China

• Germany

• United States

• India