2020 to Be 'Paradise' for Active Managers in China A-Share Market: Gopher AM

The video discusses the advantages of active management in China's market due to high dispersion, the impact of interest rate liberalization on China's economy, and the measures to address credit transmission issues. It also explores investment opportunities in the Hong Kong market, driven by valuation and dividend yield, and analyzes market sentiment influenced by trade wars and hedge fund exposure.

What are the expected effects of interest rate liberalization on the private sector in China?

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How does the current valuation of the Hong Kong market compare to its historical performance?

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What indicators suggest a change in sentiment towards the Hong Kong market in 2020?

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