Credit Suisse's Tantia on Global Markets

The video discusses the current state of Chinese equity markets, highlighting the overbought conditions and potential medium-term opportunities as COVID restrictions are lifted. It examines the technology sector's potential for recovery amid regulatory easing. The video also covers Goldman Sachs' significant job cuts and their implications for the US economy, noting the strong labor market despite weakening economic indicators. Finally, it contrasts the economic policies of the US and China, predicting that China's equity market may outperform due to policy easing by the PBC, while the US faces challenges from the Fed's tightening measures.

What does the 14-day RSI indicate about the Chinese equity markets?

What major headwinds have the markets faced in the last three years?

What factors are contributing to the optimism about the recovery in the Chinese equity market?

How has the technology sector in China been affected by regulatory changes?

What are the implications of Goldman Sachs' job cuts for the broader U.S. economy?

What does the current state of the labor market suggest about the possibility of a recession?

How is the performance of the Chinese equity market expected to diverge from the U.S. market in 2023?