

Top of the Morning: Chinese equities - Comeback or a head fake?
May 14, 2024
Xingchen Yu, Emerging Markets Strategist, discusses the recent surge in Chinese equities, investor interest, current state of China equities, bullish indicators, and market considerations. Highlights include minimizing exposure amidst trade tensions, analyzing macroeconomic factors, and emphasizing client connections.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 5min
Analysis of Investor Interest in Chinese Stocks
04:30 • 2min
Analysis on Current State of China Equities and Trade Tensions
06:39 • 4min
Factors Influencing Bullishness on Chinese Equities
10:14 • 3min
Insights on Chinese Equities and Market Considerations
12:56 • 2min