Hang Seng Bank Belle Liang on China Tech

The video discusses the current state of China's tech market, highlighting regulatory impacts and market corrections. It analyzes market valuations and earnings outlooks, emphasizing the importance of user base growth and business expansion. The video also explores investment opportunities in sectors like manufacturing and new energy, while cautioning about crowded trades. Finally, it addresses the significance of US-China relations on trade and supply chains, noting the lack of significant improvements under the Biden administration.

How does the speaker describe the current state of the new energy sector in China?

What does the speaker suggest about the future of Hong Kong listed Chinese equities?

What is the speaker's view on the relationship between China and the US and its implications for investors?