UBS Is 'Overweight' Japan, Emerging Markets

The transcript discusses investment strategies in Asian markets, focusing on Japan and Asia ex Japan. It highlights the value of Japanese stocks relative to the eurozone and the positive outlook for Asia ex Japan, particularly in Chinese and Singaporean markets. The discussion shifts to emerging markets, emphasizing China's performance and the impact of the strong dollar. Finally, the global tech sector is analyzed, noting its growth potential despite trade vulnerabilities.

What is the primary reason for the overweight position in Japan relative to eurozone stocks?

• Japan has higher growth rates than the eurozone.

• Japan offers more value due to its discounted market.

• Japan's market is more expensive.

• Eurozone stocks have outperformed Japan.

How has the recent market route in China affected the valuation of emerging markets?

• It has made them more expensive.

• It has not affected their valuation.

• It has cheapened them to the lowest in six months.

• It has increased their valuation significantly.

What unexpected factor has influenced the performance of emerging markets?

• Weakening of the pound.

• Strengthening of the euro.

• Strengthening of the dollar.

• Weakening of the yen.

Why is the global tech sector considered attractive despite high valuations?

• It is delivering growth and high profit margins.

• It has the smallest market size.

• It is less vulnerable to trade talks.

• It is the only sector with declining growth.

Which tech subsector is expected to recover in the second part of the year?

• Telecommunications

• Hardware

• Semiconductors

• Software and services