China Likely to Deliver Further Stimulus, GAMA Says

The transcript discusses the impact of the Fed's rate hike on market reactions, highlighting reduced exposure to equities and low credit exposure due to higher real rates. It explores the implications for emerging markets, particularly in Latin America, where central banks may pivot towards rate cuts. The discussion also covers the stabilization of US-China relations, presenting investment opportunities in China, especially in the tech sector, and the potential for further stimulus through local bond issuance.

In what ways could the stabilization of US-China relations create investment opportunities?

What factors could lead to a positive outlook for the tech sector in China?