UBS's Fang on China's Economy

The video discusses market trends, focusing on the Hang Seng China and A-share markets, and introduces the UBS conference. It covers market multiples, growth expectations, and the impact of China's reopening. Client concerns about economic forecasts and investment preferences are addressed, with a focus on ADR and market dynamics. The bond market and risk premium are analyzed, considering global monetary policies. The video concludes with a discussion on global leadership, supply chain issues, and future market focus.

What are the implications of the risk premium for foreign investors looking at China?

How does the speaker view the relationship between inflation and supply chain dynamics?

What is the significance of the upcoming meeting between President Biden and President Xi?