Daiwa Capital Markets' Asian Stock Picks for 2020

The video discusses key industry themes, focusing on consumer premiumisation in China, fintech, and healthcare. It highlights auto tech trends and asset reflation, particularly in the Philippines. The speaker also addresses potential surprises and risks for 2020, including political factors like a possible Trump victory and its market implications.

Which company is highlighted as a key player in the consumer premiumization trend in China?

• Kim, Back City Developments

• Mando

• Shenzhou International

• Jelly

What is driving the interest in auto tech according to the discussion?

• Increased demand for electric vehicles

• Stringent safety requirements in North America and Europe

• Government subsidies for tech companies

• Rising fuel prices

Which country is associated with the asset reflation story mentioned in the transcript?

• Thailand

• India

• Philippines

• China

What is one potential outcome of a Trump victory in 2020 as discussed?

• A strong dollar environment

• A decrease in infrastructure spending

• A decline in US sector earnings

• Increased trade barriers

What might be a consequence of a continuation of the 'America First' policy?

• Improved relations with emerging markets

• Multiple expansion driven rally in developed markets

• Reduction in US stock market volatility

• Decrease in US manufacturing jobs