China’s Hikvision Favored, Jinghong Investment Says

The video discusses the impact of trade tensions on A shares and how investors are adjusting their strategies. It highlights the revisions in valuation systems due to trade uncertainties and the recent market corrections that present potential buying opportunities. The discussion also covers specific companies like Hikvision and the timing of investments, as well as concerns about sectors affected by the trade war, such as consumer electronics and pharmaceuticals.

What is the main reason for the unpredictability in making big investment movements according to the speaker?

• High domestic economic pressure

• Stable international trade policies

• Unpredictable outcomes of trade tensions

• Lack of investor interest

How did the valuation of companies with high international trade exposure change from 2016 to 2018?

• Valuations remained constant

• Valuations increased significantly

• Valuations decreased due to increased uncertainty

• Valuations were unaffected by trade tensions

What is the speaker's view on the recent market correction?

• It offers a good entry point for long-term investment

• It is a sign to sell off investments

• It indicates a stable market

• It suggests avoiding investments in A shares

Why did the speaker not add to their position in Hikvision despite being bullish?

• Lack of funds

• Waiting for better execution of government policies

• High current valuation

• Uncertainty about the company's fundamentals

Which sector does the speaker express concern about due to trade tensions?

• Pharmaceuticals

• Consumer electronics

• Automobiles

• Real estate