VS Partners' Xu: Go On-Shore In China

The video discusses the need for patience in the market amid regulatory changes in China. It highlights China's shift from an efficiency-driven to an equality-driven economic model, emphasizing the importance of corporate responsibility and sustainability. The discussion also clarifies that recent actions are not against capitalism but part of China's continued economic opening. Investment strategies are explored, focusing on sectors like materials, industrials, and new energy, with a long-term view on market opportunities.

What is the significance of the measures being taken in China regarding the opening up of the economy?

How does the speaker view the relationship between stakeholder interests and corporate profit-seeking?

What sectors have performed well in the current market according to the speaker, and why?