Seven Investment's Kumar Likes Small, Micro Caps in U.S.

The video discusses the US job market, highlighting the potential for further unemployment reduction and the role of part-time and self-employed sectors. It examines consumer confidence and investment strategies, focusing on small and microcap stocks. The discussion extends to global growth opportunities, comparing US and European markets. Finally, it analyzes bond markets, interest rates, and their effects on equity markets, considering potential market reactions to Federal Reserve actions.

What is the current unemployment rate mentioned in the video, and what is the potential for further reduction?

• 6.1% with potential to remain stable

• 4.1% with potential to fall by another percentage point

• 3.1% with potential to rise by another percentage point

• 5.1% with potential to fall by another two percentage points

Which sector is highlighted as having potential for growth despite challenges?

• Healthcare sector

• Tech sector

• Agricultural sector

• Energy sector

What type of companies are suggested for exposure to US domestic growth?

• Small and micro-cap companies

• Large-cap companies

• Government-owned enterprises

• International conglomerates

Where can investors look for global growth opportunities outside the US?

• Middle Eastern markets

• Asian markets

• European and emerging markets

• Australian markets

What could potentially spook the equity market according to the video?

• A significant increase in unemployment

• A major trade agreement

• A double rate hike by the Federal Reserve

• A sudden drop in consumer confidence