Investors Need to Be Selective in China Markets Short-Term, Says Barings’s Do

The video discusses the current state of the Asian market, emphasizing the need for selective investment strategies. It highlights the global economic outlook, noting growth in China, the US, and Europe. The potential impact of increased tariffs on market sentiment and consumption is examined, with a focus on the Chinese market. The video also explores sector performance, particularly technology and telecoms, and identifies long-term growth areas such as pollution control, software technology, and healthcare.

What is the expected long-term growth industry mentioned in the text?

What concerns are raised regarding sentiment and its impact on consumption and spending?