Barings's Leung: We've Been Reducing Risk Aggressively

The video discusses the financial markets' response to the war and inflation, highlighting that while the initial shock is priced in, second and third-order effects are still unfolding. Investment strategies are shifting towards risk reduction and cash reserves. China's market is analyzed for its muted inflation and regulatory challenges. The energy sector is considered a viable portfolio diversifier, despite its volatility.

What factors are influencing the attractiveness of investing in China as mentioned in the text?

What is the speaker's current stance on energy investments and why?