Headwinds for China Will Persist for a While: Ample Capital

The video discusses the implications of market lift-off in early 2023, focusing on regulatory headwinds in China, particularly in the property sector. It explores investment opportunities in Korea, Taiwan, and India, highlighting the semiconductor sector and tech IPOs. The impact of the Delta variant on Macau's casino market is analyzed, with a focus on potential recovery. Despite regulatory risks, certain sectors like sportswear and data centers are seen as promising investments.

What is the speaker's perspective on investing in casino names in Macau amidst the current situation?

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Which sectors are considered safer from risk during the upcoming Beijing Olympics?

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