UBS Wealth's Zuercher Sees Opportunities in South Korean Stocks

The video discusses the current state of the market, highlighting increased volatility and shifts in investor sentiment. It explores the misalignment between valuations and fundamentals, driven by trade uncertainties and political factors. The outlook for global and US GDP growth is slower, but a recession is not anticipated. Interest rate hikes are expected, with a focus on the treasury market. Investment strategies in Asia are examined, with opportunities identified in undervalued markets like Korea.

What has been the trend in investor sentiment from January to October?

• From panic to stability

• From euphoria to panic

• From stability to panic

• From panic to euphoria

What is the expected trend for global GDP growth next year?

• It will increase significantly

• It will remain the same

• It will slow down

• It will lead to a recession

What is the anticipated impact of political uncertainty on economic growth?

• It will boost growth

• It will have no impact

• It will cause a recession

• It will slow down growth

How many interest rate hikes are expected for next year according to the forecast?

• Two

• One

• Three

• Four

Which Asian market is highlighted as having significant valuation opportunities?

• Japan

• India

• China

• Korea