China Stocks' Valuations Offer a Compelling Story, Milltrust CEO Says

The video discusses China's fiscal easing and its impact on aggregate social financing, including banking and shadow banking. It highlights the importance of China's stock market and stimulus in the context of emerging markets and global growth. The discussion extends to the outlook for Latin American markets, emphasizing the potential for currency strengthening and economic recovery. The video also touches on the uncertainties in Southeast Asia and the potential for recovery in the Chinese market once trade tensions resolve.

What uncertainties does Southeast Asia face as it approaches 2019?

What factors could lead to a recovery in the Chinese market according to the speaker?