Chinese Risk Assets Starting to Look Interesting: Lin

The video discusses the contrasting market sentiments between the US and China, highlighting peak optimism in the US and peak pessimism in China. It explores the long-term structural changes in the US market and the challenges faced by China's economy, particularly the lack of consumer confidence. The video also delves into investment strategies in China, focusing on companies with domestic and international exposure, and examines low volatility and A shares as potential investment options.

In what ways are parts of the Chinese economy still performing well despite an underwhelming recovery?

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What kind of policy push is suggested to stimulate the Chinese economy?

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