Making Sense of China’s Stock Market

The video discusses the impact of US-China relations on the stock market, highlighting the historical context of Chinese companies and their current valuation. It examines the effects of COVID-19 on the Chinese stock market and the potential for recovery. The discussion also covers value investing, cyclical sectors, and the future of Chinese e-commerce and fintech amid regulatory scrutiny.

How do the valuations of older Chinese companies compare to newer internet companies?

What role do regulations play in the growth of Chinese e-commerce and fintech companies?

What is the outlook for the Chinese stock market in the next couple of years?