We Have a Cautious View on the Tech Sector, Says BNP Paribas' Brones

What are the reasons for the improved valuation of Chinese equities as discussed in the video?

• Stable prices and decreased earnings

• Decline in prices and stable earnings

• Increased earnings and stable prices

• Rise in prices and increased earnings

What is one of the key factors that could positively impact Chinese equity markets according to the video?

• Improved technology sector

• Higher consumer spending

• New fiscal and monetary policies

• Increased foreign investment

What is a significant issue affecting the relationship between the US and China as mentioned in the video?

• Trade tensions

• Cultural differences

• Currency exchange rates

• Military conflicts

What is the current stance on the technology sector as discussed in the video?

• Positive due to government support

• Negative due to declining market share

• Neutral due to rich valuation and diversity

• Positive due to high growth potential

Why is it challenging to select promising companies in the technology sector according to the video?

• Rich valuation and diversity

• Lack of innovation

• Limited market access

• High competition