Aberdeen Standard Sees Opportunities in Oversold China Internet Stocks

The video discusses the impact of the trade war on market corrections, particularly in the technology sector, and the potential for a market rally. It highlights investment opportunities in Tencent and evaluates the valuation and earnings in the Chinese market. The video also explores consumption trends, market pricing, and strategist views on the emerging market rally. Expectations for a recovery in the technology sector are discussed, with a focus on long-term fundamentals and market volatility.

What factors contributed to the market correction last year?

How have expectations regarding the trade war influenced market valuations?

What is the significance of the technology sector in the context of the trade war?

What are the implications of earnings downgrades on market valuations?

In what ways do the fundamentals support a long-term positive outlook for the market?