We're Waiting on Sidelines in Chinese Equities, Says Sun Life's CIO

The video discusses the current bear trend in Chinese equities, highlighting the low prices and the reasons behind them, such as internal issues and the ongoing trade war with the US. It examines market sentiment and investor behavior, noting a rotation in defensive sectors. The technology sector is analyzed, emphasizing its diversity and the policy risks involved. Finally, the challenges faced by hardware manufacturers in China, including competition and price sensitivity, are explored.

What are some reasons mentioned for the poor performance of Chinese equities this year?

How has the sentiment towards Chinese equities been described in the text?

What impact does the ongoing trade dispute with the US have on the Chinese market?

In what ways are investors reacting to the current market conditions in China?

What challenges do hardware manufacturers in China face according to the discussion?