2020 Won’t Be as Good as 2019 for Chinese Equities: SocGen’s Benzimra

The video discusses recent developments in the trade front, particularly President Trump's comments on the final stages of a trade deal. It analyzes the phase one trade deal's impact on markets, highlighting that it is already priced in. The video also explores the potential escalation of the trade war into a financial war, though it is considered a remote risk. The discussion extends to US-China tensions and their impact on specific sectors. Finally, the video provides an outlook on the Chinese market, noting the challenges and potential growth areas.

What was President Trump's description of the trade deal status?

• Midway point

• Final throes

• Initial stages

• Concluding phase

What is the current risk level of the trade war turning into a financial war?

• Very high

• Very remote

• Certain

• Moderate

What action has the US Congress considered regarding investments in Chinese companies?

• Ignoring investments

• Restricting investments

• Encouraging investments

• Increasing investments

What has been the trend in the Shanghai Composite index year to date?

• Down 18%

• Up 18%

• Up 5%

• No change

What is the outlook for Chinese equities in 2020 compared to 2019?

• Unpredictable

• Same as 2019

• Worse than 2019

• Better than 2019