Saxo Markets' Shih on Chinese Equities

The video discusses the confidence in the property market, focusing on the wealth effect and its impact on the economy. It examines interest rates, city tier differences, and the challenges in the property sector. The discussion extends to spillover risks, shadow banking, and investor sentiment. The video also explores global market alternatives, potential stagflation, and the tech sector's regulatory environment, highlighting opportunities in Chinese equities and tech.

What are the bright spots in the Chinese equities market mentioned in the text?

How do local government financing vehicles relate to the risks discussed in the text?

What is the outlook for the U.S. markets as discussed in the text, particularly regarding corporate profits?