Fidelity Intl.: Keeping A Close Eye On Property, Health Care Reforms

The video discusses the risk-reward balance in China, emphasizing the importance of understanding policy directions and regulatory changes, particularly in the tech and education sectors. It highlights the focus on healthcare and property due to the government's three mountains policy. The earnings season is crucial for assessing economic recovery and market opportunities, with a focus on big tech and valuation gaps. Southeast Asia is also identified as an attractive market.

What are the implications of the income disparity gap mentioned in the context of China's education reforms?

How do the valuations of Chinese tech companies compare to their US counterparts?

What opportunities exist in Southeast Asia that investors might be overlooking?