JPMorgan’s Wolf Is Positive on Chinese Equities

The video discusses a positive outlook on Chinese equities, highlighting expected profit growth and a favorable view on financials. It emphasizes a positive stance on banks globally, including Chinese and Japanese banks, based on earnings estimates. The video also covers high yield investments, particularly in the property sector in China, advising selectivity due to regulatory changes, while maintaining a positive view on Asia and US high yield markets.

What are the risks associated with high yield investments in China according to the speaker?

How does the speaker suggest approaching investments in the property sector in China?