Clocktower's Marko Papic on Markets

The video discusses the post-COVID market optimism in China, driven by political shifts and the easing of zero-COVID policies. It highlights the potential for growth in 2023 due to policy pivots and compares the situation to 2016. The speaker is bullish on Chinese stocks despite geopolitical risks, emphasizing the importance of understanding the US's 'chip choke' strategy and its implications for tech investments.

In what ways does the speaker compare the current economic situation in China to that of 2016?

What are the long-term concerns regarding China's investment climate as mentioned in the discussion?