At Conclusion of 2-Year Major Slowdown in China: Garner

The video discusses the weakening trend of the US dollar and its impact on global growth expectations. It highlights the divergence in economic phases between the US and Asia, particularly China, where growth forecasts have been raised. The discussion covers the impact of COVID-19 on China's economy and the potential for a significant recovery. The video also explores the dynamics between the Chinese and US markets, noting the unique behavior of the Hang Seng index. Finally, it addresses investment strategies in China, focusing on the A shares market and institutional positioning.

What has been the trend of the US dollar since the end of September?

• It has remained stable

• It has weakened by over 10%

• It has strengthened by over 10%

• It has fluctuated without a clear trend

How is the Omicron variant expected to affect China's economic activity post-Chinese New Year?

• It will have no impact

• It will result in a minor recovery

• It will lead to a significant recovery

• It will cause a further slowdown

What is unusual about the Hang Seng index's current behavior?

• It is showing a positive beta to the S&P 500

• It is unaffected by the S&P 500 movements

• It is highly sensitive to US macro changes

• It is moving in tandem with the US dollar

What percentage of earnings for MSI China constituents is derived domestically?

• 100%

• 95%

• 75%

• 50%

What has been the trend in institutional positioning in Chinese assets since the peak at the end of 2020?

• Positions have increased by 2/3

• Positions have remained stable

• Positions have decreased by 2/3

• Positions have doubled