Clocktower's Marko Papic on Markets

The video discusses the post-COVID market optimism in China, driven by political shifts and the easing of zero-COVID policies. It highlights the potential for growth in 2023 due to policy pivots and compares the situation to 2016. The speaker is bullish on Chinese stocks despite geopolitical risks, emphasizing the importance of understanding the US's 'chip choke' strategy and its implications for tech investments.

What was a significant factor contributing to market optimism in China post-COVID?

• A new trade agreement with the US

• The end of the zero-COVID policy

• A rise in global oil prices

• Increased foreign investments

Which policy change is expected to boost consumption in China?

• Reduction in import tariffs

• Easing of zero-COVID measures

• Increase in interest rates

• Introduction of a new currency

What historical year is referenced as a comparison for China's current economic strategy?

• 2010

• 2012

• 2016

• 2018

What is the 'chip choke' strategy mentioned in the context of US-China relations?

• A trade embargo on Chinese goods

• A diplomatic agreement to reduce tariffs

• A restriction on technology exports to China

• A ban on Chinese investments in the US

What is a potential long-term concern for investing in China?

• Decreasing population growth

• Lack of technological innovation

• High inflation rates

• Geopolitical pressures from the US