CEB Int'l's Lam on Market Strategies and Outlook

The video discusses recent changes in the market, focusing on the Fed's rate hikes and their impact on risk assets. It explores the equity market, highlighting sectors like banks and new economy stocks in China and Hong Kong. The discussion shifts to China's infrastructure investments as a growth driver despite a property downturn. Potential risks for 2022, including supply chain issues and inflation, are examined. Finally, the video provides an outlook on Chinese equities, comparing A shares and H shares, and suggests investment strategies.

How do you perceive the growth momentum in China for 2022?

What factors could lead to a rebound in economic activities in the Western world?

What is your perspective on investing in A-shares versus H-shares in the current market?