Vanda Securities CEO Says Chinese Money Can't Leave

The video discusses the concept of reflation trade and its implications on global markets, particularly focusing on the role of China and the impact of deflation. It explores how investors can profit from understanding Chinese market dynamics, including PPI figures and commodity trading. The discussion also highlights concerns about market liquidity, the potential for flash crashes, and the influence of hedge funds on market stability.

What does the speaker suggest about the future of commodity prices in relation to Chinese market policies?

How does the speaker characterize the current liquidity situation in equity markets?

What are the key elements of the 'reflation trade' mentioned in the discussion?