Power Pacific Investment Mgmt. CIO Jun Li on China's Markets

The video discusses the impact of the Omicron variant on Shanghai, leading to lockdowns and affecting market sentiment. It explores the valuation of the equity market, highlighting sectors to consider or avoid. Regulatory concerns and potential actions by the PBOC are examined, along with expectations for market recovery and delisting risks for US-listed Chinese equities. A macro view on bonds and equities is provided, emphasizing the need for patience among long-term investors.

What is the current situation regarding the spread of Omicron in Shanghai?

How are the lockdown measures affecting students and their education?

What concerns do investors have regarding the economic growth due to the spread of Omicron?

Which sectors are expected to be negatively impacted by the current market conditions?

What are the potential areas of investment that could benefit from government support?

What is the outlook for the technology sector in the current market?

What actions do you think the PBOC might take in response to the current economic situation?