Invesco's Chao on Markets and Strategy

The video discusses the impact of US export controls on China, particularly in the semiconductor industry, and the attractiveness of Chinese equities. It highlights China's focus on self-reliance and investment in technology, despite geopolitical tensions. The risks associated with China's COVID-19 policies and property sector are examined, along with potential economic recovery. The broader economic outlook for the Asia Pacific region is considered, noting high recession risks but relative insulation from inflation compared to Europe and the US.

In what ways could the property sector impact consumer confidence in China?

What factors contribute to the high risk of recession in the Asia Pacific region?