Barings Nicola Lai on China's Investment Strategy

The video discusses the disappointing performance of Hong Kong and China equity markets, attributing it to regulatory measures. It highlights the importance of risk premium and discount rates in valuing stocks, with a focus on long-term social and financial risks. The discussion includes Alibaba's valuation and market sentiment, emphasizing the resilience of Chinese consumer behavior. Recent trends in the Asian market are explored, noting fiscal and monetary support. The video concludes with a focus on ESG and sustainable investments, stressing their growing importance and potential for delivering alpha.

What opportunities does the speaker see for long-term investors in the current market?

What are the expectations for the Asian market according to the speaker?

How does the speaker perceive the role of ESG in investment strategies moving forward?