Making Sense of the Chinese Markets

The video discusses the current market sentiment, focusing on whether to sell on rallies or buy on dips. It highlights the impact of interest rates on Hong Kong's asset-based market and the role of dividend companies in asset allocation. The constraints on policy stimulus in China and the potential for a US-China trade deal are also examined.

What are the implications of potential policy stimulus on market expectations?

What trade deal considerations are being discussed in relation to the US market's performance?