Anta Sports, Fujitsu, NEC Favored: Morphic AM's Kwan

The video discusses various market trends and analyses, focusing on the consumer market in Asia, particularly China, and the education sector's performance. It evaluates Xiaomi's stock challenges and the potential of China Everbright International. Upcoming IPOs, including Bytedance, are highlighted, along with their market implications. The video also provides an outlook on Japanese stocks, emphasizing corporate governance and digital transformation.

How is China Everbright International addressing its accounts receivable issues?

What potential do you see for Bytedance in the upcoming IPO market?

What are the key themes driving the changes in corporate governance in Japan?