No strong path to sustained China bull market: Endowus

Samuel Rhee, co-founder and CIO at Endowus was on Bloomberg Markets Asia to comment on the US, China, and Japan markets. Liquidity has remained strong and earnings are stronger than anticipated, with a good flow of money going into specific sectors like IT, the US, and Japan markets. This is in contrast to China where supply is oversized and demand has yet to pick up. Japan’s robust consumer demand has created a stable trajectory for the Japanese economy and the stock market has become attractive for investors.