2020 Won’t Be as Good as 2019 for Chinese Equities: SocGen’s Benzimra

The video discusses recent developments in the trade front, particularly President Trump's comments on the final stages of a trade deal. It analyzes the phase one trade deal's impact on markets, highlighting that it is already priced in. The video also explores the potential escalation of the trade war into a financial war, though it is considered a remote risk. The discussion extends to US-China tensions and their impact on specific sectors. Finally, the video provides an outlook on the Chinese market, noting the challenges and potential growth areas.

What factors are contributing to the current state of the Chinese equity market?

In what ways might the economic outlook for 2020 differ from that of 2019 according to the text?