China Healthcare, Insurers' Stocks Favored, Nikko Asset's Vail Says

The video discusses the current market conditions, focusing on the impact of the US-China trade negotiations. It highlights the potential for growth in Chinese and Asian equities if a deal is reached, and examines resilient sectors within China, such as medical care and insurance. The video also addresses low earnings expectations in Asia and the potential for recovery. Finally, it explores Japan's market potential, emphasizing its cautious approach and opportunities in the auto industry.

What is the current sentiment in the equity markets regarding the US-China trade negotiations?

• Optimistic with high conviction

• Cautiously optimistic with potential for a deal

• Indifferent to the trade negotiations

• Pessimistic with no hope for a deal

Which industries in China are considered resilient to trade uncertainties?

• Real Estate and Construction

• Automobile and Retail

• Medical Care and Insurance

• Technology and Manufacturing

What is the current state of earnings expectations in Asia?

• Low and subdued

• Unpredictable and volatile

• Moderate and stable

• High and optimistic

Why might Japanese equities outperform in 2019 according to the discussion?

• Owing to low valuations and high dividend yields

• Because of Japan's low exposure to the auto industry

• Because of Japan's quick acceptance of market changes

• Due to high valuations and low dividend yields

What is Japan's approach to the US-China trade deal?

• They have already priced in the deal

• They are indifferent to the trade deal

• They prefer to see proof before reacting

• They are quick to predict and accept market changes