China Remains The Place To Be For Quality Cyclicals, Pictet Says

The video discusses the implications of Hong Kong's national security law on the market, highlighting both challenges and opportunities. David Goad from Pictet Wealth Management shares insights on Hong Kong's evolving role as a financial hub, potential risks related to the Hong Kong dollar, and investment strategies focusing on domestic developments in China. The discussion also covers asset performance, with a positive outlook on certain segments in China, Korea, and Taiwan, despite global tensions.

How do domestic developments in China influence investment strategies in Hong Kong?

What segments in China are showing signs of recovery post-coronavirus?

What is the outlook for the second half of the year regarding asset performance?