CEB International’s Lam Likes China Domestic Demand Stocks, Chinese Autos

The video discusses the impact of earning seasons on the Chinese economy, predicting a controlled slowdown. It forecasts the Shanghai Composite to reach around 3100 points by the end of 2019, despite uncertainties from trade talks. The focus shifts to sectors driven by domestic demand, like consumer discretionary and China banks. The PBOC's cautious approach to market easing is analyzed, considering improved credit data. Finally, the video explores the automobile industry's challenges and government policies aimed at boosting sales, highlighting its significance in retail sales and employment.

What are the preferred sectors for investment in mainland stocks mentioned in the text?

What role does government policy play in the automobile industry according to the discussion?