Investors in Asia Are Pricing in Moderate Stimulus: Fidelity’s Samant

The video discusses the recovery of Chinese markets post-Lunar New Year, highlighting the impact of the coronavirus outbreak on short-term market dynamics. It explores investor sentiment towards emerging markets in Asia, driven by containment efforts and potential stimulus from Chinese policymakers. The discussion includes historical insights from the SARS outbreak, suggesting a possible V-shaped recovery. The video also examines sectors likely to benefit from Chinese stimulus policies, emphasizing consumption, innovation, and automation trends in China.

What is the short-term focus of investors in the Chinese markets according to the video?

• The impact of the coronavirus outbreak

• The rise of automation

• The decline in tourist numbers

• The increase in infrastructure spending

Which type of recovery is expected after the containment of the outbreak?

• K-shaped recovery

• U-shaped recovery

• V-shaped recovery

• L-shaped recovery

Which sectors are likely to benefit from China's stimulus policies?

• Real estate and construction

• Infrastructure and consumption

• Tourism and hospitality

• Agriculture and mining

What is driving the long-term structural growth trend in Asia?

• Reduction in healthcare spending

• Decline in manufacturing

• Favorable demographics and consumption

• Decrease in online education

Which areas are highlighted as interesting due to online consumption in China?

• Agriculture and mining

• Gaming, video education, and healthcare

• Real estate and construction

• Tourism and travel