Lombard Odier's Lee Favors China's A-Share Space

The video discusses the impact of regulatory actions and COVID-19 on tech firms, highlighting the advantages of investing in the Asia market due to its strategic focus and macroeconomic policies. It examines the repercussions of a strong US dollar on China and emerging markets, noting the tug of war between passive outflows and active inflows. The video also explores the risks posed by the strong US dollar to global markets, particularly equities and bond yields. It suggests bonds as a hedge against market volatility and assesses the risk of a debt crisis in Europe due to energy supply issues.

In what ways might the macroeconomic policy shift in China benefit the Asia segment?

How might the reopening process in China affect global markets in the medium term?

What indicators suggest that the correlation between the dollar and equities is changing?