Chinese Equities Have Room for More Upside: Powell

The video discusses the current state of regulatory crackdowns in China, particularly in the tech and property sectors. It suggests that while the peak of regulatory pressure has been reached, it is expected to remain at this level rather than decrease. The market has adapted to this new level of scrutiny, leading to a more stable understanding and potential for a bull market in certain tech shares. BlackRock Investment Institute has turned moderately overweight on Chinese equities, seeing potential for tactical upside due to strong earnings and cash flow from major Chinese companies. The video emphasizes the importance of understanding regulatory impacts and market resilience.

What does the speaker suggest about the understanding of regulatory scrutiny in the market?

What is the speaker's outlook on the upcoming earnings season in China?