Investors Need to Reconsider Allocation to China: Nomura

The video discusses global asset allocation strategies, highlighting the low exposure of major funds to China despite its growing economic significance. It explores investment opportunities in China, particularly in tech stocks, and the potential for growth-adjusted value. The video also examines the limited exposure of global investors to the Chinese market and suggests the need for a dedicated China index. Finally, it reviews Japan's economic outlook, noting strong earnings momentum and increased openness to foreign investment.

What is the expected size of the Chinese economy compared to the US by 2028?

• Equal to the US economy

• One-third the size of the US economy

• Half the size of the US economy

• Twice the size of the US economy

Which sector in China is identified as having high growth potential despite uncertainties?

• Healthcare

• Agriculture

• Technology

• Real Estate

What is the PEG ratio used for in investment analysis?

• To assess a company's market share

• To measure a company's debt levels

• To evaluate a company's growth potential relative to its earnings

• To determine a company's dividend yield

What percentage of Japanese companies' earnings come from outside Japan?

• 90%

• 50%

• 75%

• 25%

Which country is Japan's biggest global trading partner?

• Germany

• South Korea

• China

• United States