European Stocks to Benefit From Value-Cyclical Tilt, Natixis Says

The video discusses the potential for European equities to perform well by the end of the year, despite challenges from the Delta variant. It highlights the importance of vaccination and a cyclical tilt in European markets. In Asia, positive drivers include Japanese political developments and a rebound in the Chinese tech sector. The video also explores the long-term outlook for Chinese markets, considering policy changes and the focus on reducing inequality.

What concerns are raised regarding the Chinese tech sector and its policy changes?

What is the significance of reducing inequality according to Chinese policymakers?