Ellerston Capital’s Manning Reduced Cash and Added to China and Tech

The video discusses a positive market outlook with a focus on investment strategies in China and the tech sector. The speaker has reduced cash holdings and increased investments in China and tech stocks like Alibaba, JD, and TSMC. The discussion also covers the potential impact of trade deals on markets. Additionally, the speaker evaluates Chinese banks, highlighting ICBC, CCB, and China Merchants Bank as key investment picks due to their compelling valuations and growth prospects.

Why does the speaker consider the valuation of Chinese banks compelling?

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What is the speaker's top pick among Chinese banks and what makes it stand out?

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