Don’t See a Lot of Risk Premium Across Many Asset Classes, Says Conning’s Yeo

The video discusses the escalating trade tensions between the US and China, highlighting the impact on the tech sector and risk markets. It explores the direct and indirect effects on market positioning and corporate growth, emphasizing the potential delay in 5G rollout and its implications for various industries. The discussion also covers economic resilience in Asia, despite geopolitical risks, and the need for cautious market positioning amid increased volatility.

What is the primary focus of the escalating tensions between the US and China as discussed in the first section?

• Trade war and tariffs

• Clash of ideologies and cultural differences

• Environmental policies

• Military conflicts

Which industry could face delays due to the trade tensions, as mentioned in the second section?

• Textile production

• Pharmaceuticals

• 5G technology rollout

• Automobile manufacturing

What is a significant indirect effect of the trade tensions on the market?

• Increase in oil prices

• Decrease in consumer spending

• Prolonged sluggishness in corporate capital expenditure growth

• Rise in unemployment rates

Which country's GDP numbers showed resilience to trade tensions, as discussed in the final section?

• Brazil

• India

• Singapore

• Germany

What has contributed to the cyclical recovery in Asia, according to the final section?

• Increased foreign investments

• Fiscal and monetary stimulus from China

• Technological advancements

• Reduction in trade barriers