Harvest Global Investments CEO on China Markets

The video discusses China's tech crackdown, highlighting its ESG angle and the shift towards sustainable growth. It explores market reactions, investor concerns, and the impact on stock valuations. The discussion includes potential growth in tech stocks like Google and Tencent, and the structural changes in the market due to regulatory shifts. The video also examines investment opportunities and risks in the credit and stock markets, emphasizing the importance of the Internet and property sectors in China's growth strategy.

What factors do you believe contribute to the market's reaction to the government's policies?

How do you interpret the statement that the tech crackdown is a profound shift in China's regulatory landscape?

What are the potential opportunities for investors in the credit markets following the recent changes?