Costello: Modestly Overweight Chinese Stocks

The video discusses the current state of the Chinese market, highlighting investor skepticism and the potential for recovery in Chinese equities. It examines the impact of COVID lockdowns in Shanghai and Beijing on market dynamics and economic recovery. The discussion also covers investment opportunities in Chinese assets, including equities, credit, and government bonds, and compares China and US bond yields. The video concludes with strategies for high yield investments and equities, considering the potential decoupling of China's financial market from global trends.

How does the economic momentum in China relate to the lockdown situation?

What are the expectations for stimulus measures in relation to the lockdowns?

In what ways do the current dynamics of the Chinese economy differ from the US economy?