Emerging Markets to Outperform Developed in 2022, HSBC AM's Chan Says

The video discusses the implications of the Fed's tapering on risk assets, highlighting that the market has already priced in these changes. It explores the global economic outlook, predicting slower growth and mild interest rate increases. The discussion shifts to the performance of developed versus emerging markets, with a focus on China's potential to outperform. The Chinese property market is analyzed for investment opportunities, emphasizing the importance of selecting high-quality companies. Finally, the video examines internet and large cap stocks, considering regulatory impacts and the need for diversification.

What is the significance of the Chinese property market in the context of the economy?

How do regulatory crackdowns affect investor sentiment in the tech sector?

What strategies should investors consider when analyzing stocks in a volatile market?