BNP Paribas Asset Management Jessica Tea on Markets, Fed

The video discusses the economic outlook for Asia and China, highlighting challenges and opportunities in equity markets. It examines the impact of US Fed policies and China's economic strategies, emphasizing growth stability. The discussion includes investment risks and opportunities, particularly in Asian equities, and China's targeted stimulus measures. Key themes include consumer trends, innovation, and the dual circulation policy, aiming for sustainable economic growth and addressing social inequality and demographic issues.

What themes should investors focus on in the context of Chinese consumption?

How do the concepts of dual circulation and common prosperity reflect changes in the Chinese economy?

In what ways are Chinese policymakers addressing social inequality and demographic issues?