UBS Head of China Global Markets on China markets

The transcript discusses the potential risks in financial markets, particularly in the property sector, and the outlook for China's economic growth. It highlights a forecast of 5.4% GDP growth for 2022, considering policy adjustments. The conversation also covers investment strategies, emphasizing the difficulty of market timing and the potential for growth in small and mid-cap stocks. Additionally, the impact of China's zero COVID policy on businesses like Alibaba is examined, noting both challenges and opportunities in the current regulatory environment.

What challenges do highly leveraged companies face in the current market according to the text?

What is the speaker's perspective on the timing of the market for investments?