Tencent Is 'Very, Very Attractive,' Jennison Associates' Baribeau Says

The video discusses market valuations, highlighting optimism despite fears, and examines the impact of the trade war and Brexit on market expectations. It suggests focusing on companies with strong secular growth, particularly in the tech sector, as a safer investment strategy. The analysis includes a detailed look at the Chinese tech sector, emphasizing Tencent's recovery and growth potential.

What is the current sentiment in the market according to the first section?

• Fear with no optimism

• Complete optimism with no fear

• A mix of fear and optimism

• Complete fear with no opportunities

Which macroeconomic factor is considered more significant than Brexit in the second section?

• Interest rates

• Trade war

• Unemployment

• Inflation

What type of companies are leading the recovery according to the second section?

• Companies dependent on macro factors

• Companies with low consumer demand

• Companies with strong secular growth

• Companies with high debt

Which sector in China is preferred for investment according to the third section?

• Manufacturing sector

• Internet sector

• Hardware sector

• Agricultural sector

What is driving Tencent's recovery as mentioned in the third section?

• Gaming business

• Advertising business

• New product launches

• Hardware sales