UBS Global Wealth Mgmt. Regional CIO Hu on China Data

The video discusses market opportunities in Asia, particularly in Hong Kong, highlighting expected growth due to policy support and liquidity injections. It evaluates credit demand, noting a rebound driven by government and corporate bonds, but highlights the need for further government incentives. The video also examines the impact of commodities on infrastructure, with a focus on China's shift towards smart infrastructure, affecting demand for traditional materials.

What factors are contributing to the expected growth in the Asian and Hong Kong markets this year?

• Reduction in corporate taxes

• Increased tourism and travel

• Policy support and liquidity injections

• Decline in technology sector

What is the main driver of the current rebound in credit growth?

• Real estate market

• Government and corporate bonds

• Household loans

• Foreign investments

What is the expected stabilization rate for credit growth this year?

• 10.5%

• 7.5%

• 12%

• 5%

How is China's approach to infrastructure changing?

• Focusing on traditional infrastructure

• Increasing reliance on imported materials

• Shifting towards smart infrastructure

• Reducing infrastructure spending

What is the anticipated price per barrel for oil, considering the current market conditions?

• $90

• $80

• $110

• $100