CEB International's Lam on China Market Risks

The video discusses the economic challenges facing China, including the impact of the pandemic, regulatory issues, and inflation risks. It highlights policy divergences between China and Western nations, with China having room for monetary easing. The video also explores market corrections, investment opportunities in value and tech stocks, and the potential for fiscal expansion. It covers the upcoming earnings season, the impact of lockdowns on corporate earnings, and the role of stimulus packages in job creation. Finally, it examines the shipping sector's prospects and the challenges in the property market.

What is the significance of the unemployment rate in relation to consumer spending?

How might the shipping sector benefit from improvements in the economy?

What are the reasons for being underweight in the property sector?