We Are Overweight Cash, Says StanChart's Bice

The video discusses the market outlook for Asia and emerging market equities, highlighting a potential short-term recovery due to oversold conditions and progress in Trump talks. It also covers JP Morgan's decision to overweight cash for the first time in a decade, citing better risk-adjusted returns compared to equities. The discussion extends to investment strategies for 2019, emphasizing the importance of holding cash to capitalize on market dips and manage expected volatility.

What is the short-term market outlook for Asia, particularly China, according to the transcript?

• The market is expected to decline further.

• There will be a long-term growth trend.

• A short-term recovery is possible from an oversold position.

• The market will remain stagnant.

Why has JP Morgan Asset Management moved to overweight cash for the first time in a decade?

• Cash is now considered a riskier investment.

• There is no significant change in their strategy.

• Equities are expected to outperform cash.

• Cash offers a better risk-adjusted return than equities.

What is one of the reasons for moving overweight on cash according to the transcript?

• There is no expected market volatility.

• Equities are expected to have a stable year.

• Cash yields are lower than other asset classes.

• Cash yields are significantly higher compared to equities.

What strategy is suggested for dealing with expected market volatility?

• Keeping cash on the sidelines for market dips.

• Investing in long-term bonds only.

• Avoiding any form of investment.

• Investing all funds in equities.

How does the transcript suggest using cash in the portfolio?

• To invest in real estate.

• To avoid any form of investment.

• To buy into market dips and for short-term trading opportunities.

• As a primary long-term investment.