China Over Longer Term Is Very Attractive: Yeung

The video discusses the persistence of inflation and the responses of central banks, emphasizing the importance of investing in companies with pricing power. It highlights the global economic outlook, noting that the PBOC is ahead in policy cycles. The video also examines market valuations, particularly in China, and suggests defensive investment strategies amid regulatory changes.

In what ways does the PBOC's position affect global investment perspectives?

What opportunities are identified in the old economy or value names?