US CPI, China Trade, Chinese Tech Stocks: 3-Minute MLIV

The video discusses the market's reaction to recent Fed data, highlighting that the data did not significantly alter market perceptions. It also covers China's export and import data, noting a stronger-than-expected export performance, which contrasts with the disappointing recovery narrative. Additionally, the video explores the Hong Kong tech sector and big tech holdings, emphasizing the challenges and potential long-term growth in these areas.

What are the speaker's thoughts on the Hong Kong tech market and its future?

How does the speaker assess the long-term outlook for foreign investment in the Chinese economy?