'Bullish' on China Over Longer Term, Macquarie's Shvets Says

The video discusses the market's reaction to tariffs on Chinese goods, highlighting the impact on the Chinese economy due to liquidity tightening. It explores US-China trade dynamics, emphasizing the importance of negotiations and the potential effects on the US economy. The discussion includes corporate reactions to these changes, particularly in the automotive sector. Despite short-term challenges, the video suggests a bullish long-term investment outlook for China, citing its domestic liquidity and growth drivers.

In what ways might private sector companies react to changes in trade policies?

What are the long-term growth drivers that make China an attractive investment?