Continue to Like China Stocks, Says Credit Suisse's Woods

The transcript discusses the US economic challenges and market reactions, highlighting the impact of the US election on markets and the economic outlook. It explores the potential benefits of a Biden presidency and a divided house, emphasizing the positive effects on emerging markets. The discussion extends to Asian markets, investment opportunities, and the weakening dollar. The transcript also covers market clarity and investment strategies post-election, with a focus on equity risk and Credit Suisse's approach. Finally, it provides insights into Chinese equities and regulatory risks, particularly in the context of the Ant IPO.

What concerns do foreign investors have regarding investments in Asia?

What are the expectations for the investment environment in the first half of 2021?

How has the regulatory risk premium changed in the context of Chinese equities?