Lu Sun

Lu Sun, Senior Asia macro strategist at Goldman Sachs, dives into the surprising rally of Chinese equities spurred by a broad stimulus package. He discusses how monetary easing and market interventions are intended to boost domestic growth amidst weak GDP figures. Sun evaluates potential obstacles the economy may still face, like the troubled property market, while highlighting the newfound enthusiasm from both foreign hedge funds and local investors. The conversation also touches on the implications of adding Chinese equities to U.S. investment portfolios amid geopolitical concerns.