Siu: Risk Is To The Downside For China Stocks

The video discusses market caution due to uncertainties in Russia, emphasizing risk management. It analyzes China's economic challenges, focusing on infrastructure as a growth driver. The impact of regulatory reforms on tech, healthcare, and education sectors is explored. The Bank of Korea's inflation outlook and interest rate decisions are highlighted. Finally, the video provides an overview of China's fixed income market, discussing bond yield expectations and investment strategies.

What factors are influencing the current state of the Chinese equity allocation?

What are the implications of the regulatory reforms mentioned in the text for the tech sector?

What is the anticipated trend for the Chinese onshore sovereign bond market?