UBS Yifan Hu on China Market Strategy

The video discusses China's COVID-19 strategy, potential relaxation, and its impact on the economy. It analyzes the recovery of China's economy, the performance of Chinese equities, and investment preferences in various sectors. The video also covers trends in China's trade and export performance, challenges in the equity market, and currency expectations.

What is the speaker's outlook on the Chinese economy's recovery?

What factors are contributing to the decline in China's export growth?

What challenges does the speaker identify for the Chinese equity market?