Jefferies Global Head of Equities Chris Wood on China

The video discusses the impact of regulations on Chinese equities, highlighting the sectors most affected and the divergence between domestic and foreign investor focus. It explores the potential for further regulatory crackdowns and compares China's approach to the US. The discussion shifts to global equities, examining factors that could lead to corrections, such as central bank actions or a new COVID variant. Japan is identified as a promising investment opportunity due to its underperformance and potential for a cyclical rally. The video concludes with investment strategies, emphasizing a balance between cyclical and growth stocks amid inflation concerns.

What are the implications of the Chinese government's regulatory actions on Internet stocks?

Why does the speaker believe Japan is a good investment opportunity at the moment?

What strategy does the speaker recommend for investors in the current market?