Fidelity Says Chinese Equities Remain a 'Top Call'

The video discusses the current bearish sentiments in Chinese markets, highlighting the differences in recovery and policy response compared to previous cycles. It examines the valuation gaps between China, Asia, and the US, suggesting that bad news may already be priced in. The discussion then shifts to whether the slowdown is cyclical or structural, and how investors can navigate stocks with varying exposure to these trends. Alternatives in India and China are explored, with a focus on Indian banks and the attractiveness of Chinese valuations. Finally, the video covers opportunities in Japanese markets, particularly in small caps, and the potential impact of BOJ policy changes on the yen.

In what ways are Indian banks positioned in the current market compared to Chinese banks?

What opportunities exist in the Japanese market, particularly in the small cap space?