Optimistic Over Current Valuation of China Equities: Tan

The transcript discusses the bond market sell-off and its impact on Chinese equities, highlighting a 30% discount on China shares. It explores the potential for hedging in equity markets and evaluates the risks associated with geopolitical and regulatory factors. The discussion also covers the implications of the Ukraine-Russia conflict on global markets and the potential for sanctions on China. The analysis concludes with a focus on Tencent and Alibaba, considering their market positions and risks.

How do the speakers view the regulatory environment for the Internet sector in China?

What are the implications of the IMF's nomination of the Bank of Korea Governor mentioned in the discussion?

What geopolitical risks are highlighted in the conversation regarding China's relationship with Russia?