Markets Believe China Will Add More Stimulus, Says Bank Julius Baer's Matthews

The video discusses China's economic challenges, focusing on its efforts to revive the economy while managing excess debt. It highlights the lack of clear market signals indicating recovery, despite ongoing stimulus efforts. The speaker expresses caution about investing in Chinese markets due to past misjudgments and the impact of the trade war. The current stance is neutral, with skepticism about significant positive reforms in the Chinese economy.

Discuss the role of banks in China's economic recovery as mentioned in the text.

What factors contributed to the speaker's change in perspective on investing in Chinese markets over the past year?