Societe Generale Keeping Exposure to China, Strategist Says

The video discusses the impact of rising yields and the SNP market on Japanese equities, highlighting the vulnerability of cyclical markets in Asia. It examines the effects of energy prices on Asian markets, noting the benefits for energy exporters like Indonesia. The discussion shifts to China's market, emphasizing low offshore valuations and potential risks. Finally, it explores preferences for onshore and offshore sectors, considering valuation perspectives.

What are the potential risks and opportunities for China’s market in the second half of the year?

How does the valuation of the offshore equity market compare to historical levels?

What sectors are expected to perform well in the current market context?