2023 Is a Time for Investors to Add Risk: Chan

The video discusses the current investment landscape, comparing Treasury bills with risk assets like stocks and bonds. It highlights the shift in investment strategies due to rising yields and the potential peak of interest rates. The discussion also covers the opportunities in China's market, emphasizing both short-term and long-term investment prospects, particularly in Hong Kong and China. The video suggests a strategic shift towards riskier assets as interest rates are expected to decline in the future.

What long-term investment opportunities are mentioned in relation to China?

What changes have been made to the portfolio in terms of investment in Hong Kong and China?