Credit Suisse Expects Recovery in China Consumption

The video discusses the reopening of the market and the expected recovery in consumption and real estate. It highlights potential risks, particularly from the United States, and their impact on liquidity and earnings in Asia. The resilience of earnings during the pandemic is noted, with expectations of positive surprises in the upcoming results season. The video also covers the impact of regulatory changes on Chinese big tech, suggesting that share prices may rise if the rally continues.

What are the two main areas expected to drive earnings upgrades according to the first section?

• Consumption and Real Estate

• Tourism and Education

• Technology and Healthcare

• Manufacturing and Agriculture

Which country's economic policies are considered a risk factor in the second section?

• United Kingdom

• United States

• Germany

• Japan

What is the expected impact of better rate hikes in the United States on Asia?

• Increased liquidity

• Decreased liquidity

• No impact

• Improved earnings

How have Chinese companies' earnings been described during the pandemic?

• Volatile

• Unstable

• Resilient

• Declining

What is the expected effect on Chinese big tech share prices if the market rally continues?

• Prices will remain stable

• Prices will decrease

• Prices will move up

• Prices will fluctuate