Don't See an Upside for Chinese Equities into 2019, Says Trivium China's Polk

The video discusses the performance of Chinese equities compared to global equities, highlighting the impact of domestic economic factors and the trade war. It examines China's growth outlook, noting weak growth prospects despite economic measures. The video emphasizes the importance of a managed slowdown to avoid systemic risks and discusses the government's cautious approach to stimulus. Concerns about infrastructure investment and local government spending are also addressed, with a focus on bond issuance as a response.

In what ways might a gradual slowdown in China's economy be beneficial?

What are the implications of the trade war on China's economic measures and sentiment?