Aletheia Capital Vincent Chan Discusses China's Markets, Three-Child Policy

The video discusses China's population policies, focusing on the shift from a one-child to a two-child policy and its limited impact on population growth. It explores Chinese consumption trends, highlighting increased spending on children despite low birth rates. The correlation between currency strength and stock market performance is analyzed, with a focus on the yuan and its impact on Chinese markets. Finally, the video compares old and new economy stocks, considering factors like valuation, inflation, and regulatory challenges.

What is the expected impact of the COVID-19 recovery on China's economic growth?

What factors contribute to the valuation differences between old economy and new economy stocks in China?

How do regulatory uncertainties affect the performance of new economy stocks compared to old economy stocks?