Pacific Life Fund Advisors's Gokhman on Markets

The video discusses the Federal Reserve's tapering plans and their potential impact on the market, emphasizing the importance of not surprising the markets to avoid a taper tantrum. It explores investment strategies in light of expected changes in the yield curve and highlights the current high market valuations and risks associated with lofty expectations. The video also examines China's recent regulatory actions, their impact on Chinese equities, and the long-term bullish outlook on China's tech-savvy middle class.

In what ways has the recent regulatory crackdown in China affected investor sentiment towards Chinese equities?

What long-term views do investors hold regarding the Chinese middle class and its impact on global markets?