On Friday afternoon, I had the pleasure of returning to Reuters TV to have a quick conversation with anchor Fred Katayama (@Freddiethekat). We discuss the surprising drop in consumer sentiment and why investors appear to be looking through the current Delta COVID wave. Corporate earnings remain extremely strong and with vaccination rates high in the US, this COVID wave should be shorter lived.

Finally we talked about how regulation is impacting the Chinese stock market. The uncertainty creates both risk and potential opportunity, but it is very hard to get a grasp on regulations that can change overnight.

Click to watch the full video:

Are you bullish or bearish for the rest of 2021?

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By Chris Wang