Buy H.K Companies That Benefit From 'New Normal': Mirae

The video discusses the impact of Hong Kong's security law on the market, emphasizing the importance of investing in domestic Chinese companies. It highlights the influence of US-China relations on investments and the performance of a growth equity fund. The discussion also covers opportunities in infrastructure and value investments, comparing defensive growth and value strategies amid global economic uncertainties.

What are the potential implications of the second wave of COVID-19 on investment strategies?

How does the infrastructure space relate to the government's economic stimulus post-COVID?

What are the indicators that might lead to a shift in focus from defensive growth to cyclical names?