Be a Bit Selective in the Equities Space: UBS's Issel

The video discusses current market trends, focusing on the attractiveness of bonds over equities due to high yields. It highlights the need for selectiveness in global equities, emphasizing emerging markets and the energy sector as potential opportunities. The discussion also covers investment strategies in China, considering both cyclical and structural factors, and the potential for positive risk-reward outcomes.

How does the speaker perceive the cyclical and structural issues affecting China?

What measures does the speaker believe are necessary to improve the economic situation in China?