India 'Biggest Overweight,' South Korea 'Biggest Underweight': Daiwa Capital

The video discusses asset allocation strategies and market performances in various regions, focusing on India, Korea, and ASEAN countries. It highlights the impact of the trade war and supply chain shifts, particularly benefiting Vietnam. Taiwan's market position is analyzed, noting its IT sector and dividend yield advantages.

Which country was identified as the biggest overweight in the asset allocation strategy?

• Philippines

• Vietnam

• India

• Korea

What was a significant factor in the market performance changes discussed in the second section?

• Decrease in global oil prices

• Rise in European markets

• Repatriation of production capacity

• Increase in US technology stocks

Which country is noted as a major beneficiary of production capacity shifts?

• Vietnam

• Thailand

• China

• Singapore

What is one reason Taiwan's market performance has been better than Korea's?

• Higher dividend yield

• Greater foreign investment

• Higher technology exports

• Lower labor costs

What yield support does Taiwan have compared to Korea?

• 2.3% vs 4.3%

• 4.3% vs 2.3%

• 3.5% vs 2.5%

• 5.0% vs 3.0%