Investors Running Out of Reasons to Avoid Chinese Equities: Das

The video discusses China's four-year earnings cycle, highlighting a shift in investor mindset from selling on rallies to buying on dips as earnings recover. It covers the impact of China's reopening on consumption and investor sentiment, noting strong Q1 consumption numbers. The video also examines Korea and Taiwan's tech sector, which is recovering slower than expected but shows potential for earnings rebound. Geopolitical risks, particularly US-China tensions, are discussed as factors affecting Chinese stocks, with investors seeking external exposure through European and luxury stocks.

In what ways are Korea and Taiwan's earnings potential linked to the Chinese economy?

What geopolitical factors are influencing investor decisions regarding Chinese stocks?