KraneShares' Chen on China Equities

The video discusses the sustainability of equity market rallies, focusing on the role of Chinese policy makers in addressing economic challenges. It highlights the adjustments made by global asset managers and the strategic allocation in portfolios. The importance of fiscal and monetary policies in job creation is emphasized, along with economic support measures and credit availability. The video concludes with an analysis of increased credit uptake by corporates and households, indicating market expansion.

What are the three main factors mentioned that could influence the sustainability of the equity market rally?

How are Chinese policy makers responding to the economic challenges faced by the country?

What impact does the accommodative monetary policy have on job creation and household spending?

What are the expectations regarding the corporate sector's behavior in response to the credit market?

In what ways are the policies being implemented expected to address structural problems in the market?