Bernstein’s Lim Likes China Cyclicals and Domestic Demand Stocks

The video discusses global economic indicators, focusing on China's pro policy growth sectors and the impact of interest rate changes. It highlights opportunities in cyclical sectors and the importance of valuations. The US market's momentum and volatility are analyzed, with a focus on trading strategies in volatile conditions, including relative and pair trading, momentum, and liquidity management.

How do pro policy growth names relate to the current market conditions in China?

What are the potential impacts of interest rate cuts on the equity markets?

What factors contribute to the decoupling between momentum and growth in the US market?

What trading strategies can be employed during volatile market conditions?

Discuss the significance of liquidity in trading small and midcap stocks.