FTSE Russell Inclusion 'Positive' for China Stocks, Union Bancaire Privee's Calder Says

The video discusses Footsie Russell's decision to include China Yuan-denominated shares in its global indexes, following MSCI's similar move. It highlights the challenges faced by Chinese equities, including low investor appetite and trade tensions. The discussion also covers potential short-term market opportunities due to strategic tariff reductions and the shift from trade to political rhetoric, allowing markets to focus on the valuation of Chinese equities and domestic sectors like healthcare and education.

What potential changes in trade rhetoric could impact the Chinese markets?

Which sectors are mentioned as potentially benefiting from loosening moves from the PBOC?