Power Pacific CIO Jun Li on Investing in China

The video discusses investment opportunities in Hong Kong, focusing on fair valuations of stocks, especially in the tech sector. It highlights a shift from growth to value stocks due to policy changes by the PBOC. The video also covers the outlook for renewables and electric vehicles, noting their strong performance but high valuations. Lastly, it examines the travel sector, affected by COVID, and anticipates recovery as policies change.

What is the current sentiment towards travel-related stocks, and why?

What are the potential changes in COVID policies in China, and how might they impact travel businesses?