Wang: Financials To Outperform Amid Rate Hikes

The video discusses the current state of markets in Hong Kong and China, focusing on the impact of COVID policies and economic growth priorities. It examines market sentiment amid US rate hikes and currency fluctuations, particularly the weakening renminbi. The video also compares US and China macroeconomic policies, highlighting differences in inflation drivers. Finally, it explores investment strategies, emphasizing financials over tech and real estate due to interest rate environments.

What is the current sentiment regarding the equity market in Hong Kong and mainland China?

How has the zero COVID policy in China affected the market outlook according to the speaker?

What is the speaker's perspective on the timing of relaxing the zero COVID policy in China?

What are the implications of the weakening Chinese currency on companies listed in Hong Kong?

What factors contribute to the different inflation dynamics between the US and China?

How does the speaker view the performance of financials in a rising interest rate environment?

What qualities is the speaker looking for in investment opportunities in the current market?