BlackRock: Chinese Stocks' Rally to Continue Into 2021

The video discusses the trends in Chinese equities, highlighting the need for increased investor exposure. It explores the impact of US-China bifurcation on investment strategies, emphasizing the importance of diversifying portfolios with Chinese assets. The potential for volatility due to geopolitical tensions and the Biden presidency is examined. Additionally, the video addresses inflation risks and suggests hedging strategies, including gold and TIPS, to protect against potential market changes in 2021.

What is the significance of retail investing in the Chinese equity market?

What factors are driving the current market higher according to the speaker?

What are the recommended hedges against inflation mentioned in the text?