Global Investors Blindsided by China

The video discusses the risks and impacts on various sectors, particularly focusing on the volatility and growth outlook in the Chinese market. It highlights the performance of defensive sectors like utilities during market downturns and explores future opportunities in IT hardware, 5G rollout, and new energy materials. The discussion also touches on the potential changes in valuations and growth outlooks due to market uncertainties.

Which sectors have shown relatively better performance during the market downturn?

What are the expected benefits of the peaking in China PPI inflation for downstream sectors?