VS Partners' Vanessa Xu: China Is Still Severely Underweighted

The video discusses the impact of geopolitics and trade on investment strategies in China, emphasizing the importance of finding alpha in A-shares through energy transformation and digitalization. It analyzes China's growth and earnings outlook, highlighting the need for long-term investment strategies. The onshore bond market is presented as a diversification opportunity, while equity market strategies focus on avoiding crowded trades and exploring small cap opportunities.

How does the current state of the onshore bond market in China affect global portfolios?

What are the implications of avoiding crowded trades in the equity markets?

In what ways can small-cap stocks present value opportunities compared to larger companies?