Still See Pockets of Opportunity in 2H, Says Citi's Zaman

The video discusses current market opportunities, focusing on healthcare and its undervaluation compared to the S&P 500. It highlights the potential in telemedicine and Medtech. The impact of Australian lockdowns on the economy is analyzed, noting the absence of jobkeeper support. Global market insights are provided, with a focus on China's market size, regulatory concerns, and tech industry scrutiny. The video concludes with a hopeful outlook for policy stability in China.

What are the potential risks associated with the current lockdown in Australia?

What factors are contributing to the underperformance of the Chinese market this year?