China A-Shares Bounce Expected 'Pretty Soon,' JPMorgan Asset's Yeo Says

The video discusses Xi Jinping's speech and its limited impact on the Chinese market, highlighting recent policy changes such as fiscal policy emphasis, infrastructure spending, and tax cuts. It addresses government preferences for state-owned enterprises over private ones, affecting market sentiment. Despite concerns about funding conditions and US-China trade, the overall outlook is positive, expecting a tactical rally in the Chinese market.

What is the expected impact of the government's fiscal policy changes on the market?

What concerns remain regarding the US-China trade relationship as mentioned in the speech?