Stay Overweight China Versus Hong Kong, Says UBS’s Tay

The video discusses the economic outlook for China, highlighting the country's recovery from the bottom of the economic cycle and the expected government stimulus. It contrasts this with the strategic challenges faced by Hong Kong, primarily due to income inequality and unresolved issues. The discussion also covers earnings expectations for China, with a positive outlook due to potential government easing. Finally, it explores investment opportunities in China's credit space, particularly in the property sector, while cautioning about the risks associated with shadow banking.

What are the expected economic indicators for China moving forward according to the speaker?

What are the main concerns China has regarding Hong Kong's economic situation?

What challenges does Hong Kong face that are not related to the extradition bill?

How does the speaker view the potential for earnings growth in the Chinese market?

What factors contribute to the optimism about the Chinese property market?