UBS Global WM's Lee on China Markets

The video discusses China's current economic challenges, including COVID-19 restrictions and a weakening global economy, and their impact on the market. It compares onshore and offshore markets, highlighting differences in investor behavior. The potential for economic recovery in 2023 is explored, with a focus on market positioning. The impact of the Party Congress on market expectations is analyzed, and the outlook for the property market is discussed, including expected government actions to support it.

How do sentiment and external perceptions affect China's offshore market?

What is the significance of the upcoming party Congress in relation to investor expectations?

What are the expected trends in property sales and new starts in the upcoming quarters?