China’s Tech Sector Is Looking Very Cheap: UBP’s Ling

The video discusses the current state of market valuations, highlighting a significant drawdown and potential investment opportunities, especially in sectors affected by regulatory changes. It examines the impact of China's regulatory crackdown, noting that issues like cyber security and data protection are global concerns. The video also analyzes the gaming sector, focusing on the delay in video game approvals and its implications for large and small developers.

What factors contribute to the attractiveness of certain companies despite a significant drawdown in valuations?

In what ways can the communication and implementation of regulations be improved according to the text?

What challenges do smaller game developers face in light of the regulatory environment?