How Biden’s Victory Could Impact Asian Markets

The video discusses the impact of Biden on market euphoria, focusing on the strong performance of US and China equities. Xingtai China employs a value approach to growth investing, targeting non-consensus names and Midcap stocks. The video highlights the positive impact of consumer activity on portfolio performance, noting a V-shaped recovery and strong earnings growth. It also emphasizes the importance of domestic demand and policy support, with minimal impact from PBOC's tightening stance. Finally, it contrasts growth investing with traditional value investing, focusing on consumer-driven equities.

How does the speaker view the impact of fiscal and monetary policy on their portfolio?

What is the speaker's stance on traditional value players in the market?

What types of stocks does the speaker focus on for investment?