Chan: Chinese Stock Valuations Not Demanding

The video discusses China's credit expansion and its impact on markets, highlighting concerns about tech regulation and ecommerce maturity. It explores US-China market dynamics, noting the interdependence of their performances. Geopolitical risks, particularly the Ukraine situation, are examined for their potential market effects. The video also addresses global equity trends and inflation concerns, suggesting possible negative scenarios. Finally, it identifies investment opportunities in China, focusing on sectors like Internet, healthcare, and semiconductors.

How does the speaker view the potential for a rebound in the markets?

What does the speaker suggest about the earnings growth of big Internet companies in the near term?

What are the implications of the Fed's policy on global equity investors according to the speaker?