Meituan, Missfresh Revolutionizing China's Services Industry, Jeneration Says

The video discusses the current landscape of IPOs in Hong Kong, particularly tech-related ones, highlighting their patchy performance. It explores factors like liquidity, regulation, and trade tensions affecting IPO outcomes. The speaker shares insights on investment strategies in tech companies, emphasizing long-term growth prospects and criteria for selecting investments in Chinese consumer internet startups. The discussion also covers valuation trends and capital deployment strategies, noting a more reasonable valuation environment due to market corrections.

What is the investor's perspective on the fundamentals of tech companies despite market volatility?

What changes in the valuation environment have been observed recently?