Market Rally Can Last a Bit Longer, Says Daiwa Capital’s Kitney

The video discusses the simultaneous rally in global bonds and equities, highlighting the strongest quarter since 2010. It explores the influence of the Fed's credit conditions on market trends and predicts a potential fade in the rally by mid-year. The speaker advises on capital allocation, suggesting an overweight in emerging markets while being cautious with North Asian markets due to negative trade cycles.

What is the significance of the current rally in global bonds and equities?

• It marks the weakest quarter since 2010.

• It is driven by aggressive growth in 2019.

• It is the strongest quarter since 2010.

• It is unrelated to Federal Reserve policies.

According to the discussion, when is the rally expected to start fading?

• By mid-year

• By the end of the year

• It is not expected to fade

• In the next two years

What is the recommended capital allocation strategy for a 12-month horizon?

• Overweight developed markets, underweight emerging markets

• Equal weight in both developed and emerging markets

• Overweight emerging markets, underweight developed markets

• Focus solely on North Asian markets

Which markets are considered less favorable due to their exposure to a negative trade cycle?

• India and parts of emerging Asia

• North Asian markets like Korea and Taiwan

• European markets

• Latin American markets

Which region is highlighted for its strong and resilient growth profile in a downturn?

• Australia

• Europe

• North America

• India and parts of emerging Asia