China's Economy Is Showing Signs of Weakness: Mowat

The video discusses the disconnect between Hong Kong's market performance and street-level realities, emphasizing the influence of Chinese economic data on the Hang Seng index. It highlights the volatility in Chinese economic indicators, such as GDP and manufacturing data, and their impact on investment strategies. The video also explores investment opportunities in China, focusing on the energy, telco, and tech sectors. Additionally, it provides insights into regional markets like India, Indonesia, and Thailand, while addressing concerns in Korea and Australia due to earnings revisions and commodity market influences.

Which sectors are mentioned as being overweight in China, and why?

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What are the concerns regarding the earnings revision cycle in Korea?

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