China Asset Management’s CEO Doesn’t See Much Upside for A-Shares

The video discusses the impact of the US-China trade deal on investment strategies, highlighting the need for long-term focus amid ongoing trade conflicts. It identifies vulnerable sectors like technology and explores opportunities in consumer and healthcare markets. The discussion also covers the growth of ETFs in China and the role of the state in the private sector, emphasizing the importance of communication and alignment with state objectives.

What opportunities does the speaker see in the consumer sector for the Chinese market?

How does the speaker assess the future of ETF development in China?

What role does the speaker believe the state is playing in supporting the private sector?