Zhao: HK Earnings May Bottom In 2H 2022

The video discusses the economic trends in China and the US, focusing on inflation and monetary policies. It highlights market catalysts for the second half of the year, including valuation and earnings. Projections for the housing index and market fluctuations are provided. The discussion also covers asset allocation, emphasizing growth over value stocks, and the impact of domestic and external factors on Chinese markets.

How do you see the performance of growth versus value stocks in the second half?

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What is the expected impact of the Fed's monetary policy on the Chinese markets?

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In what ways is the Chinese government balancing COVID control and economic reopening?

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