CEB International's Lam on Investment Strategies

The video discusses market trends, focusing on recovery momentum despite the delta variant's impact. It analyzes the relationship between equity and bond markets, highlighting inflation concerns. Valuation issues are explored, especially in the tech sector, with a focus on investment opportunities in Chinese tech giants. The video concludes with a discussion on China Evergrande's debt situation and its implications for the market.

What opportunities exist in the Chinese tech sector as per the discussion?

What is the outlook for China Evergrande and its impact on the market?