European, Asian Stocks Favored, OCBC's Menon Says

The video discusses the current market volatility and potential investment opportunities, focusing on equity markets in Europe and Asia. It highlights the economic fundamentals of emerging markets, particularly in Asia, and the impact of trade tensions. The discussion also covers earnings growth, market sentiment, and valuation, with a focus on investment strategies in Japan and Europe. The video emphasizes the importance of careful investment decisions amid market uncertainties.

What are the key factors that can help maintain stability in equity markets according to the discussion?

• High inflation rates

• Rising interest rates

• Economic growth and corporate earnings

• Increased government spending

Which regions are highlighted as having potential investment opportunities despite market volatility?

• Europe and Asia

• North America and South America

• Middle East and North Africa

• Africa and Australia

What is a significant concern for Asian markets that could affect their performance?

• Political instability

• Technological advancements

• Trade tensions

• Natural disasters

Which country is mentioned as undergoing reforms that could present investment opportunities?

• Thailand

• Indonesia

• Vietnam

• Malaysia

How does the earnings growth in 2018 compare to that in 2017 according to the discussion?

• It has completely stalled

• It is lower but still decent

• It is about the same

• It is significantly higher

What is the main reason for being cautious about investing in Japan?

• Political instability

• Lack of structural reforms

• Overvalued currency

• High inflation rates

Which region is suggested to have underperformed compared to others, offering potential investment opportunities?

• Europe

• North America

• Africa

• South America