GAMA Asset Mgmt's De Mello on Markets and Strategies

The video discusses China's economic policies, highlighting recent stimulus measures and their impact on investment opportunities. It explores the valuation of Chinese stocks, particularly in the tech sector, and examines the fiscal constraints faced by China due to concerns about debt and leverage. The potential lifting of US tariffs on Chinese imports is also considered, with a focus on its positive implications for China and the broader Asian region.

What potential benefits could arise from the US lifting tariffs on Chinese imports?

In what ways might the direction of future policy be influenced by recent announcements?