Haitong International Shengzu Wang on China, U.S. Economy

The video discusses the current market risks in China, drawing parallels to past economic events like the US tapering in 2013 and the European sovereign debt crisis. It explores market dislocations, particularly in the high yield bond space, and identifies potential entry points for investors. The discussion also covers the impact of inflation on asset allocation and the performance of Chinese tech stocks, emphasizing the importance of ESG considerations in investment strategies.

What themes does the speaker suggest to look for when analyzing market dislocations?

How does the speaker view the impact of inflation on the equity market?

What are the expectations for economic recovery in China as discussed in the text?