StanChart’s Brice Shifting to Focus on China Offshore Shares in 2020

The video discusses the equity market's strong performance in 2019 and the challenges of replicating such gains in 2020. It highlights potential U.S. policy uncertainties and their impact on markets. The analysis covers Hong Kong and China markets, suggesting a focus on China offshore equities due to expected trade deals. Sector allocation strategies emphasize consumer markets, supported by fiscal policies. The video also explores opportunities in Asian high yield bonds, driven by demand for yield and favorable spreads.

What is the expected impact of a trade deal on the Chinese equities market?

Evaluate responses using AI:

OFF

What is the significance of high yield bonds in the Asian market as discussed in the text?

Evaluate responses using AI:

OFF