Chinese Market Has Stopped Making New Lows, Says Bocom’s Hong

The video discusses the underperformance of Chinese markets compared to US stocks, highlighting that despite a recent rally in the US, Chinese markets have not participated significantly. It notes that Chinese markets have stopped making new lows since late October. A comparison between US and Chinese stocks shows that US stocks with high sales to China are performing better. The video also explores the impact of trade talks, suggesting that China may increase imports from the US, benefiting US firms. However, US importers are building inventory due to tariff uncertainties, potentially slowing import growth in the first half of the year. The video concludes that after a challenging year, the Chinese market might outperform in the coming year.

What impact do the trade talks have on China's imports from the U.S. according to the speaker?

What expectations does the speaker have regarding the growth of U.S. imports in the first and second quarters of the year?