Valuations in Emerging Markets, Asia Look Attractive, Says Newton Investment’s Flood

The video discusses the implications of a phase one trade deal on corporate behavior, highlighting the role of tariffs and geopolitical tensions. It examines the bond market's manipulation through quantitative easing and zero interest rate policies, and predicts a potential rise in interest rates. The speaker identifies investment opportunities in semiconductors and industrials, suggesting a positive outlook on the economic cycle despite high valuations in safe-haven assets.

What is a key factor that could influence corporate behavior in response to a phase one trade deal?

• Introduction of new technology

• Increase in global oil prices

• Rollback in tariffs

• Changes in labor laws

Why is the bond market considered manipulated according to the transcript?

• Because of quantitative easing and zero interest rate policy

• Due to high inflation rates

• Because of increased foreign investments

• Due to government regulations on trading

What sector's data is described as robust, influencing interest rate expectations?

• Manufacturing sector

• Technology sector

• Agricultural sector

• Service sector

Which regions are highlighted as having increased investment in the transcript?

• South America and Australia

• Middle East and North America

• Japan and Asia

• Europe and Africa

What type of companies are considered less sensitive to the economic cycle?

• Companies in the energy sector

• Companies with high debt

• Companies with strong cash flow

• Start-up companies