How Should Investors View Chinese Equities?

The video discusses the lack of market volatility and the potential for change, highlighting geopolitical risks and their mispricing in equity markets. It examines the Federal Reserve's role in shaping market expectations, particularly regarding interest rate hikes. The discussion also covers China's economic outlook, focusing on growth projections and the potential impact of MSCI and bond inclusion on international investment.

What major global events in 2016 are mentioned as having changed the world?

• The financial crisis

• Brexit and Trump's election

• The rise of cryptocurrency

• The Paris Climate Agreement

What is the main focus of the markets according to the second section?

• Chinese economic growth

• Geopolitical risks

• Federal Reserve's rate hike

• Brexit negotiations

What is the significance of Janet Yellen's speeches in the context of market expectations?

• They provide clarity on Brexit

• They influence market expectations about rate hikes

• They discuss China's economic policies

• They address geopolitical risks

What potential event could significantly impact Chinese equities according to the third section?

• A change in government policy

• MSCI inclusion for onshore shares

• A major technological breakthrough

• A new trade agreement with the US

What could excite international investors about China, as discussed in the third section?

• A new trade deal with Europe

• Bond inclusion in JP Morgan indices

• A decrease in geopolitical tensions

• A rise in domestic consumption