SocGen's Frank Benzimra on the outlook for 2022

The video discusses the economic outlook for the next year, focusing on quantitative easing, inflation, and market challenges. It highlights the impact of central bank policies, particularly the Fed and PBOC, and the potential for a recession. The discussion also covers the China market, examining regulatory risks and opportunities for growth, with a focus on valuation and market positioning.

What are the three key elements being considered in the China market?

What potential opportunities are mentioned regarding the Chinese Internet companies?

How might the Chinese economy change in the first half of next year?