Where to Find Opportunities in Chinese Stocks?

The video discusses the political risks in Hong Kong and their impact on the economy, suggesting that avoiding local companies might mitigate some risks. It highlights a shift in investment strategy from Hong Kong to mainland China, focusing on consumer markets and tech companies specializing in surveillance technologies. The discussion also covers promising sectors in China, such as tourism, due to increasing middle-class consumption.

What are the implications of reallocating supply chains out of China?

Why is the tourism sector viewed positively in the context of China's economy?