Don't See an Upside for Chinese Equities into 2019, Says Trivium China's Polk

The video discusses the performance of Chinese equities compared to global equities, highlighting the impact of domestic economic factors and the trade war. It examines China's growth outlook, noting weak growth prospects despite economic measures. The video emphasizes the importance of a managed slowdown to avoid systemic risks and discusses the government's cautious approach to stimulus. Concerns about infrastructure investment and local government spending are also addressed, with a focus on bond issuance as a response.

How have Chinese equities performed in comparison to US equities?

• They have underperformed US equities.

• They have outperformed US equities.

• They have performed equally to US equities.

• They have not been compared to US equities.

What is the primary reason for the falloff in Chinese equities according to the transcript?

• Trade wars with the US

• Domestic economic issues and sentiment

• Lack of foreign investment

• Global economic downturn

What is the expected growth outlook for Chinese equities into early 2019?

• No growth

• Weak growth

• Moderate growth

• Significant growth

What approach has the Chinese government taken in response to the economic slowdown?

• Ignoring the slowdown

• Adopting a cautious and gradual slowdown

• Returning to old economic stimulation methods

• Implementing large stimulus packages

What concern is highlighted regarding infrastructure investment in China?

• Excessive spending on infrastructure

• Negative growth in infrastructure investment

• Stable growth in infrastructure investment

• Rapid growth in infrastructure investment