Maybank's Loh: Sell USD/JPY On Rallies

The video discusses China's economic challenges, focusing on issues like unemployment and slowing growth. It highlights the impact of policy measures on the property market and the performance of Chinese equities. The discussion also covers corporate earnings, market sentiment, and the potential for policy stimulus to improve economic conditions. Additionally, the video explores investment strategies, including the risks and opportunities in different markets, and suggests diversifying beyond US mega tech and AI stocks.

What is the current outlook for corporate earnings in China according to the text?

How does the text describe the relationship between inflation data and market expectations?

What investment strategies are suggested in light of the current economic conditions in China?