Where Are the Opportunities in China Amid the Trade Spat?

The video discusses the current trends in the Chinese market, highlighting the impact of global trade tensions. It analyzes the MSCI China index and GDP growth, noting structural changes in the economy. Investment strategies are explored, focusing on companies resilient to geopolitical changes. Emerging opportunities in sectors like food delivery and technology are identified. The video concludes with an analysis of how trade tensions create both challenges and opportunities in the market.

Discuss the shift in consumer behavior regarding food delivery in China.

What opportunities does the trade tension create for investors in the Chinese market?

How does the speaker suggest capital should be deployed in the current market environment?