Value Partners Is 'Underweight' U.S. Stocks

The video discusses the current earnings season, highlighting positive growth in the Chinese corporate sector compared to the previous year. Despite a recent 6% drop, Chinese stocks have shown strong performance. The potential for a US-China trade agreement is seen as a positive development. The video also analyzes US equities, noting their strong performance but cautioning about high PE ratios and financial engineering practices like share buybacks.

What are the earnings increases in the Chinese corporate sector compared to last year?

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How did the performance of Chinese related stocks compare to the previous year despite recent setbacks?

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Why might investors consider taking money off the table in the current market?

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What is the significance of the upcoming announcement between the US and China on trade?

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What factors contribute to the perception that American stocks look somewhat toppy?

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