StanChart's Gill Sees Short-Term Opportunities in China Amid Trade War

The transcript discusses China's economic policy challenges, focusing on balancing growth with deleveraging efforts. It examines the impact of trade negotiations on market sentiment and investment strategies, particularly in Chinese equities. The US-China trade truce is highlighted as a significant risk, with potential outcomes affecting global markets. The analysis also covers the renminbi's trends in relation to interest rate differentials between the US and China.

How does the text characterize the current state of North Asian equity markets?

According to the text, what risks are associated with the ongoing trade negotiations?

What does the text suggest about the future of the renminbi in relation to US interest rates?