UBS Head of China Global Markets on China markets

The transcript discusses the potential risks in financial markets, particularly in the property sector, and the outlook for China's economic growth. It highlights a forecast of 5.4% GDP growth for 2022, considering policy adjustments. The conversation also covers investment strategies, emphasizing the difficulty of market timing and the potential for growth in small and mid-cap stocks. Additionally, the impact of China's zero COVID policy on businesses like Alibaba is examined, noting both challenges and opportunities in the current regulatory environment.

What is the expected GDP growth rate for China in 2022 according to the economists mentioned?

• 4.5%

• 5.0%

• 5.4%

• 6.0%

What is the main challenge in the market according to the discussion on bargain hunting?

• Lack of market information

• High transaction costs

• Timing the market

• Finding undervalued stocks

What is the expected EPS growth in 2022 for China, as mentioned in the discussion?

• 5%

• 8%

• 10%

• 12%

How does the zero COVID policy potentially benefit some businesses?

• By lowering operational costs

• By reducing competition

• By providing tax incentives

• By increasing demand for online services

What is the outlook for larger internet companies in China according to the discussion?

• Uncertain due to market volatility

• Neutral with no significant changes

• Negative due to regulatory challenges

• Positive due to stabilizing regulatory environment