HSBC strategist Herald van der Linde for digital

The video discusses the shift from value to growth in Asian markets, driven by changes in inflation and interest rates. It highlights the impact of divergent monetary policies in the US, China, and Europe on trading strategies. The China Internet sector is analyzed, noting its potential for growth despite regulatory challenges. The video concludes with an exploration of market sentiment in China, suggesting a potential recovery in Chinese equities due to improved economic conditions.

What factors have contributed to the shift from value to growth investments according to the text?

How has the regulatory environment for Chinese Internet stocks changed recently?

What are the implications of lower inflation on market dynamics as discussed in the text?

What challenges does the speaker identify regarding food inflation in Asia?

In what ways does the speaker suggest that the sentiment towards Chinese assets is currently poor?

What does the speaker mean by saying that the future norm for the Chinese Internet sector will be significantly lower than in the past?

How does the speaker view the potential for recovery in Chinese equities?