We Go Back to the Fundamentals of Companies: Barings’s Lai

The video discusses the current state of Chinese equities, highlighting the market's adaptability and growth despite inflationary pressures. It explores the impact of US-China trade talks on the tech sector and emphasizes the importance of ESG in investment strategies. The discussion includes market sentiment, equity preferences, and the role of cyclical and structural drivers in investment decisions.

What is the significance of the trade negotiations between the US and China?

How does the speaker view the long-term growth potential of the technology sector?

What role does ESG play in the investment strategy discussed?