China Infrastructure Stocks Favored, Mirae Asset Says

The video discusses market expectations, valuation, and price hike predictions for stocks, focusing on China's economic and political landscape. It covers infrastructure investments, industrial recovery, and the impact of domestic market strategies. The discussion also includes strategies for investing in Hong Kong stocks and the debate between growth and value stocks, highlighting the challenges with state-owned enterprises.

How do the recent floods in South China impact infrastructure projects?

What are the reasons for the positive outlook on growth despite the rotation towards value stocks?

In what ways do state-owned enterprises in China affect minority shareholders?