China's 'Deep Cyclicals' Look Attractive, Chiron's Caldwell Says

The video discusses the current state of market volatility in the US, highlighting the role of technology in reducing volatility. It examines the strategies of online retail giants like Amazon in navigating market challenges. The discussion shifts to emerging markets, emphasizing the potential for value investments in regions like China and Hong Kong. The video concludes with an analysis of China's market, focusing on cyclical stocks and the impact of trade tensions.

What are the main concerns investors should be aware of if the market hits the 2017 low again?

How has technology impacted volatility in the US market according to the discussion?

What factors should investors consider when evaluating online retailers like Amazon?

What are the implications of emerging market valuations for investors?

How do trade tensions affect investment strategies in the Chinese market?