Why BNP Paribas’s Raychaudhuri Is Overweight China

What are some sectors in China that might benefit from the expected fiscal and monetary stimulus?

• Technology startups

• Export-oriented sectors

• Agricultural sectors

• Domestic sectors like property and education

Why is China likely to continue its stimulus efforts even if the trade war does not escalate?

• To improve relations with neighboring countries

• To reduce inflation

• To increase exports to the US

• To counteract the slowdown that began before the trade war

How has the trade war affected China's economic strategy?

• It has been a negative surprise, prompting continued stimulus

• It has led to increased tariffs on imports

• It has resulted in a focus on military spending

• It has caused a shift towards renewable energy

What is the current trend in the valuation of Chinese markets?

• Rapidly increasing due to high demand

• Below long-term averages, offering buying opportunities

• Above long-term averages

• Stable with no significant changes

Which regions in Asia are experiencing a faster decline in earnings estimates?

• North Asia, including Korea and Taiwan

• South Asia

• Western Asia

• Central Asia