Credit Suisse's Stephens on China Market Liberalization

The video discusses China's market liberalization, focusing on CUFI and RQFI reforms that enhance foreign access to onshore stocks. It examines the spread between A and H shares, highlighting the importance of investment decisions in China. The video also explores factor trends in Asia, noting a shift from growth to value. It addresses market disruptions and opportunities, emphasizing mean reversion in China and dispersion in Japan. Finally, it covers retail investment trends in China, noting a shift towards mutual funds.

What trends are observed in the performance of value versus growth stocks in the current market?

What are the expected impacts of the upcoming TSC reforms on corporate governance and capital management in Japan?

How has retail investment in China changed over the past five years, and what impact has this had on the market?