China Is an Economy We Can’t Do Without: Pimco’s Sundstrom

The video discusses the complexities of investing in China, highlighting both the opportunities and risks involved. It emphasizes the importance of China's integration into global supply chains and the potential in the green economy, particularly in sectors like batteries and solar power. The discussion then shifts to Asian markets, with a focus on Japan's strong economic performance and attractive valuations. Finally, the video addresses the divergence in policy stances between the ECB and the Fed, and its implications for European equities.

What is your attitude towards investing in China, considering the risks and opportunities mentioned?

In what ways do you think the data security law in China affects investment decisions?

What factors contribute to the attractiveness of the green economy for investment?

What are the key sectors in Japan that are considered attractive for investment?

How do you perceive the impact of the ECB and Fed's policies on European equities?