Where to Invest in a Slowing China Economy

The video discusses the current state of China's private and new economy, focusing on the challenges of high valuations and market expectations. It highlights the performance of innovative companies like Tencent, which have consistently exceeded expectations. The discussion also covers the market's consolidation phase and the potential for future earnings from overseas markets. Additionally, the video analyzes the healthcare sector, emphasizing the importance of selective investment in a slowing domestic economy.

In what ways do innovative companies contribute to their earnings growth?

What is the significance of looking for 'winners' in a slowing domestic economy?