VS Partners Vanessa Xu on Global Markets, Strategy

The video discusses the macroeconomic landscape, focusing on US inflation and policy risks. It highlights the need for portfolio adjustments due to financial market regime changes. The discussion shifts to positive earnings revisions and the importance of market fundamentals. The impact of central bank policies on market opportunities is analyzed, with a focus on quality growth equities. Finally, the potential in emerging markets, particularly China, is explored, considering recent challenges and future prospects.

What opportunities are being identified in the current market environment?

What risks and challenges are associated with investing in the Chinese market as mentioned in the text?

What potential upside risks are there for the China market in the coming year?