Not Seeing China Economic Expansion on The Horizon, Smead Capital Says

The video discusses the shift from the 'Trump bump' to a potential 'Trump slump' in the market, emphasizing the importance of focusing on high-quality, undervalued companies for investment. It highlights the historical dominance of growth stocks over value stocks and suggests current opportunities in value investing. The discussion then shifts to Asia, particularly China's economic struggles and Japan's stagnation, noting the potential impact of a weaker dollar and Fed policies on emerging markets.

What are the structural issues facing the Chinese stock market as discussed in the text?

What demographic factors are influencing economic prosperity in the US compared to Japan?