Chinese Markets Offer Some Real Valuation: Oreana’s Poole

The video discusses the economic outlook for Asia, particularly China, highlighting potential growth despite challenges like the Delta variant and regulatory uncertainties. It examines the undervaluation of Chinese markets and potential catalysts for growth, such as policy shifts. The discussion extends to global bond yields, emphasizing the need for Fed tapering to reflect economic recovery. The video concludes with an optimistic view on equity markets, suggesting that rising bond yields may not hinder market rallies if supported by strong earnings.

What does the speaker suggest about the valuation of Chinese equities?

How does the speaker view the relationship between economic growth and bond yields?

What are the implications of rising bond yields for equity markets as discussed?