Long Chinese Stocks Seen Among Most-Crowded Trades

The transcript discusses the current market hesitation despite the popular trade idea of investing in China's reopening. It highlights the importance of the Lunar New Year as a test for China's economic recovery and the need for market confidence. The discussion also covers how much has been priced into the market and alternative strategies for playing the China reopening story. The need for long-term investment confidence and the role of fund managers in shaping market strategies are emphasized.

What does the speaker suggest about the current confidence in Chinese stocks?

What is the significance of the mean reversion and short squeeze mentioned in the context of market pricing?