At Conclusion of 2-Year Major Slowdown in China: Garner

The video discusses the weakening trend of the US dollar and its impact on global growth expectations. It highlights the divergence in economic phases between the US and Asia, particularly China, where growth forecasts have been raised. The discussion covers the impact of COVID-19 on China's economy and the potential for a significant recovery. The video also explores the dynamics between the Chinese and US markets, noting the unique behavior of the Hang Seng index. Finally, it addresses investment strategies in China, focusing on the A shares market and institutional positioning.

What factors are influencing the Hang Seng index's performance in relation to the S&P 500?

What is the current positioning of institutional investors in Chinese assets?