Shanghai Market's Largest Sector Will Be Tech in 5 Years: Julius Baer

The video discusses the evolving market dynamics with a focus on China's role in global and emerging markets. It highlights the shift from stimulus-driven investments to long-term structural growth in technology sectors like 5G and AI. The discussion also covers the impact of China's growth on other Asian markets and the potential for new indices to better represent these changes. The speaker emphasizes the need for selective investment strategies in China and predicts a significant shift in global capital flows over the next decade.

In what ways does the speaker suggest that the next decade will differ from the previous one?

What implications does the speaker suggest the growth of China will have on other Asian markets?