Coutts' Kelemen Favors U.S. Over China Stocks

The video discusses the current state of US and Chinese stock markets, highlighting the growth potential of US tech stocks and the challenges faced by Chinese markets. It also covers the performance of US small caps, the impact of recent tax changes on internet retailers, and the economic indicators suggesting no imminent recession in the US. Additionally, it examines China's regulatory environment and its impact on market stability.

What factors are currently influencing the preference for U.S. stocks over Chinese stocks?

How have U.S. small caps performed in comparison to Chinese stocks this year?

What are the implications of the recent changes in taxation rules for Internet retailers?

What indicators suggest that a recession is not imminent in the United States?

What role do regulatory risks play in investing in the Chinese market?