Hong Kong Stock Market Is 'Most Attractive,' Morningstar Says

The video discusses the attractiveness of the Hong Kong market despite unrest, comparing it to the overvalued US and Australian markets. It highlights opportunities in Hong Kong's consumer, healthcare, and education sectors. The discussion extends to the Chinese mainland market, focusing on consumer sectors and long-term growth prospects. The US market is analyzed, noting shifts in sector valuations, with tech and utilities now overvalued, while energy and healthcare present opportunities.

What is the speaker's outlook on the long-term productivity growth in China?

How has the perception of the technology sector changed from the beginning of the year to now?