BOCOM Intl. Hao Hong on China's Investment Strategy

The video discusses the current state of the Chinese stock market, highlighting the economic slowdown and inflation challenges faced by the PBOC. It examines the impact of US dollar liquidity on the RMB and market stability, and identifies investment opportunities in Hong Kong and Internet stocks. The video also explores the implications of Evergreen's default on the property market and social stability.

What factors are contributing to the cautious outlook on Chinese stocks despite recent market highs?

How does the current economic cycle in China affect the decisions of the PBOC?

What are the implications of the PBOC's actions on the property sector?

What are the potential risks associated with the influx of hot money into the Chinese market?

In what ways has the liquidity in the market influenced stock prices?

How do you assess the current valuation of Hong Kong stocks compared to their historical performance?

What role do internet platforms play in the current Chinese economy?