Chinese Equities Still on an Uptrend: Hang Seng IM’s Sit

The video discusses the current trends in the Chinese market, highlighting the ongoing bull market supported by loose monetary conditions. It examines the flow of investments into ETFs and the tech sector, noting that both US and Asia tech are well-supported. The performance of small and large cap stocks is compared, with small caps currently outperforming. The video also analyzes growth stocks, emphasizing their long-term potential despite recent corrections, and contrasts them with value stocks, which may not present immediate opportunities.

What are the long-term expectations for growth stocks in the Asian markets?

What challenges do value names face in the current economic recovery?