'Good Bargains" in Asia Ex-Japan Stocks, UBS Wealth's Tay Says

The transcript discusses the political and economic implications of trade talks, particularly between the US and China, and the potential impact on global markets. It highlights the risks associated with currency volatility, especially in light of the Turkish lira crisis, and the shifting dynamics in Asian markets. The discussion also covers the outlook for global markets, considering current valuations and potential tariff impacts.

What is a significant factor influencing the timing of trade deals according to the first section?

• The price of oil

• The strength of the US dollar

• The stability of the European Union

• The outcome of the US midterm elections

What is a major concern for markets as discussed in the second section?

• The increase in global tourism

• The decline in global oil prices

• Volatility in currency markets

• The rise of cryptocurrency

According to the second section, what is the current strategy for dealing with market risk?

• Investing heavily in technology stocks

• Focusing on long-term bonds

• De-risking

• Increasing exposure to emerging markets

What potential impact of tariffs is discussed in the third section?

• A significant increase in global tourism

• A decrease in global oil prices

• Major revisions to global GDP growth

• An increase in the value of cryptocurrencies

What is a reason for the attractiveness of Asia ex Japan markets as mentioned in the third section?

• High current account surpluses

• Strong currency performance

• Low historical valuations

• High inflation rates