How Should Investors View Chinese Equities?

The video discusses the lack of market volatility and the potential for change, highlighting geopolitical risks and their mispricing in equity markets. It examines the Federal Reserve's role in shaping market expectations, particularly regarding interest rate hikes. The discussion also covers China's economic outlook, focusing on growth projections and the potential impact of MSCI and bond inclusion on international investment.

What potential impact could the National People's Congress have on Chinese equities?

Discuss the significance of bond inclusion into JP Morgan's emerging market indices as mentioned in the text.