Barings’s Cooper Is Positive on Chinese Equities

The video discusses the impact of improved data from China and the US on global equities, highlighting the role of corporate earnings and structural changes. It emphasizes the potential benefits of resolving trade disputes between China and the US, which could boost corporate spending and CapEx plans. The Chinese market's response to stimulus measures is also examined, noting the influence of retail investors. The video outlines a methodology for evaluating companies, focusing on long-term business models and structural changes, while considering ESG factors and market risks.

What methodology do global investors use to navigate the inefficiencies of the Chinese market?

How do analysts determine which companies are reasonably priced for client portfolios?