China Looks Attractive Based on Valuations: UBS's Tay

The video discusses the impact of Federal Reserve policies on markets, highlighting concerns over interest rate hikes and balance sheet normalization. It examines the effect of the Omicron variant on corporate earnings and economic recovery, predicting a rebound in the second quarter. The tech sector faces challenges due to rising bond yields, prompting a shift towards value investments. The Chinese tech sector, despite regulatory crackdowns, presents attractive opportunities due to low valuations and expected stimulus measures.

What are the implications of the Federal Reserve normalizing its balance sheet?

How does the Chinese tech sector's valuation compare to the US equity space?

What factors are affecting the sentiment in the Chinese tech sector currently?