Chinese Equities, Rates Still Quite Attractive, Says HSBC’s Kettner

The video discusses the complexities of political forecasting and its impact on investment strategies, emphasizing the unpredictability of day-to-day politics. It highlights the importance of focusing on economic fundamentals, particularly in relation to China's economic data and its influence on investment decisions. Additionally, the video examines trade data, especially in emerging markets, and identifies structural issues that predate recent political events.

What does the speaker mean by saying that the situation is 'inherently unpredictable'?

According to the speaker, what factors should be considered when evaluating the market's reaction to China's economic data?