Breaking Down China’s Markets

The video discusses the current state of the China equity market, highlighting targets set by Credit Suisse and the uncertainties due to ongoing trade talks. It compares the resilience of the US and China markets, noting the relative valuation differences. The speaker recommends defensive investment strategies, focusing on sectors like utilities, property, and banks. The potential impact of a trade war on Chinese companies is considered, with an emphasis on domestic market focus and government policies to boost consumption and infrastructure.

What is the expected impact of a full-blown trade war on Chinese companies according to the speaker?

What measures does the speaker believe the government will take to boost consumption during a trade war?