Main Story for 2022 Is Deceleration of Inflation Fears: Lee

The video discusses the current investment landscape, highlighting inflation concerns and the need for selectivity in investments. It identifies opportunities in Japanese equities due to favorable macroeconomic conditions and explores the regulatory environment in China, noting potential in Chinese equities. The video also examines the Chinese property market, particularly the Evergrande situation, and emphasizes the importance of A shares due to policy tailwinds and attractive valuations.

What factors contribute to the selectivity investors should have in the current market?

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What are the potential opportunities in the Chinese property market according to the text?

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Why is there a focus on A shares over H shares in the current investment strategy?

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