Take Measured, Cautious Approach to China Offshore Equities: Moe

The video discusses the potential systemic risk posed by Evergrande's financial troubles and the Chinese government's capacity to manage such risks. It highlights the ongoing regulatory tightening in China, particularly affecting the tech sector, and introduces a proprietary tool to measure market pricing of regulatory risks. The video also explores investment strategies in China, emphasizing the importance of focusing on areas with policy support and less exposure to regulatory headwinds.

What are the potential systemic risks associated with Evergrande's financial situation?

How have policymakers in China responded to the risks of systemic financial issues?

What strategies has China implemented to manage moral hazard in the credit markets?

Discuss the implications of regulatory tightening on the Chinese market.

What factors contribute to the current pricing of regulatory risk in the market?

In what ways might the A-share market benefit from policy support?

What are the key reasons for considering investment in the A-share market over offshore markets?