GROW Investment Group William Ma on Lockdown Impact

The video discusses the economic impact of the lockdown in Shanghai, highlighting the decline in consumption and its effect on GDP. It examines market sentiment, fund flows, and the performance of mutual funds. The speaker outlines investment strategies, emphasizing alternative investments, infrastructure, and banking sectors. The discussion also covers the tech sector's outlook and global investment trends, comparing price earnings to growth ratios between Hong Kong and US markets.

What is the expected impact on consumption in Shanghai during Q1 and Q2?

• Increase slightly

• Decrease slightly

• Remain stable

• Increase significantly

What percentage of GDP does Shanghai contribute to China?

• 30%

• 50%

• 24%

• 10%

What was the performance of mutual funds in China during Q1?

• 70% were down

• 70% were up

• 50% were stable

• All were up

Which investment strategy showed positive performance despite the market downturn?

• Mutual funds

• Tech stocks

• Commodity Trading Advisor (CTA)

• Real estate

What is the focus of the investment strategy for the next three to six months?

• Increase in tech stocks

• Increase in infrastructure and banks

• Increase in consumer goods

• Increase in real estate

What is the expected trend for the tech sector in China for the rest of the year?

• Stable performance

• Significant decline

• Mediocre performance

• Rapid growth

How does the price earnings to growth ratio of Hong Kong's big tech companies compare to those in the US?

• Equal in both markets

• Higher in the US

• Lower in Hong Kong

• Higher in Hong Kong