China-Related Tech Stocks Trading at 'Good Valuation,' Tribeca's Liu Says

The video discusses the impact of central banks and trade tensions on investors, highlighting the importance of the Jackson Hole meeting for global growth. It explores the concept of defensive stocks, noting their shift from being safe investments to expensive ones. The video also examines opportunities in emerging markets, particularly in Chinese tech stocks, suggesting a long-term investment view.

What is the outlook for emerging markets according to the discussion?

What considerations should investors keep in mind when evaluating tech stocks?