James Chu, Head of Investment Solutions at Tricio Investment Advisors, interviews Tricio's John Calverley, Chief Economist, and Gerry Celaya, Chief Strategist and our special guest Alan Luk, CEO and CIO of Winner Zone Asset Management. We all used to work at American Express Bank and it was great to catch up with Alan to hear a local HK view on the potential rebound in sentiment for Chinese equities and the impact on asset allocation for local and international investors. We discuss the exit from the zero-Covid policy, the property and tech sectors, key indices and currency risks and outlooks (CNY and HKD). Politics and economics are very much intertwined in China and the discussion was a lot of fun and interesting!