Valuations for Chinese Equities Look Attractive, Says Credit Suisse’s Sia

The video discusses the current valuation and risk-reward profile of large and small caps, noting profit warnings and EPS estimates. It highlights the consumer sector in China, emphasizing cost-cutting and market share growth. The discussion also covers defensive stocks amid economic challenges and the Shanghai Tech launch. Finally, it addresses expectations for the earnings season and potential policy support in China.

What factors are contributing to the attractiveness of current valuations?

How have consensus earnings revisions trended since the beginning of the year?

What is the outlook for the consumer sector in China over the next 12 months?

What role do defensive stocks play in the current economic climate?

What challenges are expected for the economic growth in the second quarter of 2019?