JPMorgan Wendy Liu: Bullish on Chinese Equities

The video discusses the growth in earnings and market trends since 2020, highlighting the impact of US-China relations and policy changes on the market. It explores the role of emerging sectors like EV and renewable energy in shaping market dynamics and addresses regulatory impacts on e-commerce strategies.

What expectations are set for the earnings growth in the upcoming year?

How does the text describe the performance of A shares in relation to earnings?

What challenges do companies face regarding regulation in the current market?