Advise Investors to Remain Very Defensive: Credit Suisse's Sia

The video advises investors to adopt a defensive strategy, focusing on state-owned entities like banks, insurance, and utilities for long-term stability. It assesses minimal risk from Russia-related events and discusses the potential impact of the Ukraine situation on PBOC's easing policies. The video highlights government economic targets and suggests aligning investments accordingly. It also analyzes sectors like Internet platforms and consumer staples, noting regulatory challenges and inflationary pressures.

What sectors are recommended for long-term investment due to their defensive nature?

• State-owned banks and utilities

• Luxury goods

• Technology startups

• Cryptocurrencies

How does the Ukraine situation potentially influence the PBOC's economic policies?

• It causes a halt in economic activities

• It has no impact

• It leads to stricter regulations

• It encourages more aggressive easing

What are the expected focuses of the upcoming two sessions?

• New tax policies

• Tourism development

• Government targets like GDP and renewable energy

• Military strategies

Which sectors are advised for safer investments due to valuation and dividend yield?

• Small-cap stocks

• High-risk ventures

• Emerging tech companies

• Mainstream companies in major banks and insurance

What is the stance on major Internet platforms and consumer staples in the short run?

• Strongly recommended for investment

• Skeptical due to regulations and inflation

• Ignored completely

• Preferred over state-owned entities