Allianz Global Investors' Maisonneuve Likes Small Caps & EMs

The video discusses the impact of China's regulatory changes on the tech and education sectors, highlighting the challenges in valuing tech companies and the potential for investment. It explores global market risks, economic recovery, and the dynamics between equity and bond markets. The discussion emphasizes the importance of understanding long-term trends and maintaining a balanced investment portfolio.

What is the speaker's view on the long-term investment potential of tech companies in China?

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What are the potential implications of the regulatory uncertainty on Chinese equities compared to global counterparts?

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How does the speaker relate the concept of 'digital Darwinism' to the future of companies in China?

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