We Are Very Positive on MSCI China, Says Credit Suisse’s Tantia

The video discusses the ongoing trade talks between the US and China, highlighting the potential for a trade deal by the end of Q4. It analyzes the MSCI China index, noting its focus on the new economy sector and online retail growth. The video also addresses the risks to markets if a trade deal is not reached, particularly in the bond and equity markets. Additionally, it considers the impact of the US election campaign on trade negotiations and market volatility, emphasizing the role of the Federal Reserve in easing policy if economic momentum slows.

What is the expected outcome of the trade negotiations between the US and China by the end of Q4?

How is the online retail sales growth in China compared to the overall retail sector growth?

What risks does the market face if no trade deal is reached between the US and China?

How might the upcoming election campaign influence the trade deal negotiations?

What role does the Federal Reserve play in the context of economic momentum and trade tensions?