Nan Fung Trinity CIO on Markets

The video discusses global inflation trends, focusing on supply chain issues and market reactions. It explores strategies for equity markets, emphasizing the need to adjust investments in response to inflation peaks. The potential global risks from China's property market, particularly the Evergrande crisis, are analyzed. The video also examines China's economic policies, including its zero-COVID strategy and countercyclical measures, and their implications for global markets.

How does the speaker suggest that the contagion risks from the property market might be managed?

What is the speaker's perspective on China's economic policies in relation to global markets?

What does the speaker imply about the future of Chinese equity markets?