Barings' Leung on Markets and Strategies

The video discusses the challenges in China's property market, including mortgage boycotts and potential credit risks, and the impact on the banking system. It explores expectations for policy relaxation in response to COVID flare-ups and economic pressures. The discussion also covers strategies for stock selection in a slowing Chinese economy, focusing on market valuations and tech companies. Finally, the video analyzes the impact of the US dollar's strength on emerging markets and the potential for moderation as other central banks adjust interest rates.

What strategies should investors consider when selecting stocks in the current Chinese market?

In what ways is the strength of the US dollar impacting emerging markets, particularly in Asia?