Chinese Equities Look Attractive, But Move Cautiously: Menon

The video discusses the current state of emerging markets, particularly focusing on China. It highlights the risks and uncertainties in China's market due to policy opacity, regulatory crackdowns, and the Evergrande crisis. The US market's performance and the potential impact of Evergrande are analyzed, with a comparison to the Lehman Brothers collapse. The discussion also covers the Federal Open Market Committee's (FOMC) role and interest rate expectations, emphasizing the need for cautious investment strategies.

How does the speaker characterize the current valuations of global equities?

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What factors does the speaker believe will contribute to market volatility in the near future?

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What should Asian investors be particularly attentive to regarding the FOMC's decisions?

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