UBS Global Wealth Management's Yifan Hu on China Strategy

The video discusses the current state of equity markets in Hong Kong and Shanghai, highlighting China's economic fundamentals and corporate earnings expectations. It explores potential market drivers and policy impacts, with a focus on investment strategies in cyclicals, commodities, and consumer stocks. The video also provides an outlook on the tech sector and fixed income preferences, emphasizing high yield bonds in the Hong Kong market.

What are the expected changes in policy tone towards the real economy in China?

What is the outlook for China's tech sector following the anti-monopoly campaign?

How does the speaker view the high yield bond market in the context of rising interest rates?