HK Stock Market Isn’t Representative of What’s Going on, Says Nomura’s McCafferty

The video discusses the Hong Kong market, highlighting its international nature and the impact of political protests on its economy. It explores the role of Hong Kong in US-China relations, particularly as a potential bargaining chip in trade negotiations. The video also analyzes earnings growth and market valuations in Asia, comparing them to the US and Japan, and discusses the implications for future market trends.

What factors should be considered when evaluating the economic impact of political events in Hong Kong?

How do the earnings growth expectations for Chinese companies compare to those in the US?