Great Opportunities in China Mid-Caps: LGT Bank’s Hofer

The video discusses the potential rotation in favor of Japanese equities due to the Nikkei's performance and COVID-19 vaccination progress. It explores the cyclicality of the Japanese market and potential growth opportunities. The discussion shifts to Chinese equities, highlighting changes in monetary policy and investment opportunities despite regulatory risks. The video concludes with insights on the US Federal Reserve's policies and their impact on market sentiment.

What is one of the key factors supporting the Japanese market according to the video?

• Increase in interest rates

• High inflation rates

• Progress in COVID-19 vaccinations

• Decrease in export demands

What is a potential issue for investors in the Japanese market?

• Lack of growth companies

• High unemployment rates

• Rising commodity prices

• Decreasing foreign investments

What change in China's monetary policy is mentioned in the video?

• Introduction of new taxes

• Loosening of monetary policy

• Increase in interest rates

• Tightening of monetary policy

Which sector is highlighted as having interesting investment opportunities in China?

• Automobile

• Healthcare

• Real Estate

• Energy

When is the tapering announcement by the Fed expected according to the video?

• December

• September

• November

• October