Chinese Equities a Much Better Play, Says Ensemble Capital's Loh

The video discusses the potential of being bullish on Chinese equities without being bullish on the currency, emphasizing the importance of a balanced approach to the yuan's strength against the US dollar. It highlights the role of AI in hedge funds and identifies trading opportunities, particularly in the context of the Huawei story and its impact on markets. The discussion also covers market reactions to recent news and suggests potential buying opportunities in Chinese equities, with an emphasis on the importance of negotiation efforts between the US and China.

In what ways might the geopolitical situation influence investment strategies in Chinese equities?

What are the potential market reactions to recent news about Huawei?