Investors Should Be Positioning in EVs: Wu

The video discusses the current state of earnings, highlighting more downgrades than upgrades for 2023 and 2024. It covers EPS growth projections for MSCI China, noting a downward revision to around 10%. The EV market is identified as a strategic sector, though short-term challenges exist. Sector revisions and earnings leadership are also discussed, with a focus on the need for more policy measures to address fundamental economic issues. The video concludes with a short-term market trading strategy, emphasizing the importance of upcoming policy decisions.

What is the current consensus for EPS growth on MSCI China for this year?

• Around 5%

• Around 10%

• Around 15%

• Around 20%

What is one of the long-term strategic sectors in the green economy?

• Electric Vehicles

• Agriculture

• Healthcare

• Renewable Energy

What are some challenges faced by OEMs in the EV sector?

• High demand

• Pricing pressure and competition

• Lack of innovation

• Excessive government support

What monetary easing measure has been observed recently?

• Increase in interest rates

• Increase in government spending

• 10 basis point LPR cut

• Reduction in taxes

What is a fundamental concern for investors according to the transcript?

• Economic fundamentals

• Political instability

• Technological advancements

• Stock market volatility