China Infrastructure Stocks a Good Call, Says CEB International's Lam

The video discusses investment opportunities in China's infrastructure stocks, highlighting the impact of fiscal stimulus on growth. It also analyzes the Hong Kong banking sector, noting distressed valuations and potential for earnings growth. The video advises caution with Hong Kong property stocks due to rising interest rates and market conditions.

What is the outlook for Hong Kong banks in relation to interest rates and earnings growth?

What concerns are raised regarding Hong Kong property stocks?