HSBC's Fan on Asia Strategy

The video discusses the current state of China equities, highlighting the market's valuation and potential for growth. It examines the economic performance and the need for stimulus measures to stabilize domestic growth. The discussion also covers China's market position, potential growth areas, and the impact of geopolitical risks. Additionally, the video explores disinflationary trends and investment opportunities, particularly in global investment-grade bonds, as the Fed is expected to enter a policy easing cycle in 2024.

What is the significance of service consumption in the current economic context?

How might the disinflationary trend affect global inflation according to the discussion?

What are the expected trends in global investment grade bonds according to the discussion?