China New Higher Education Group Favored, Daiwa's Kitney Says

The video discusses the VIX and market volatility, highlighting that investor sentiment is not as negative as perceived. It explores the risk appetite in the market, with growth outperforming value, indicating a risk-on tendency. The US-China trade conflict is analyzed, suggesting it is more of a negotiation with limited impact on growth and commodities. The video also examines small caps, noting their potential in the current market environment, especially in China, where regulatory tailwinds support higher education investments.

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