Jay Calls China equity best Risk reward trade - stuns BTV Asia anchor

Jay makes the case that going long China equity as TPW Advisory is in its Global Multi Asset (GMA) model portfolio, is the single best risk reward trade out there as we approach Q4 when Y/Y comps are going to be V easy, the market sells at a record discount to US equity and 0% of BofA FMS expects China growth to pick up.

https://www.bloomberg.com/news/videos/2023-09-26/tpw-advisory-s-pelosky-on-global-markets-video?sref=ftskAWJe