UBS's Fang: Positive on MSCI China

The video discusses the current state of the market, highlighting a pause in momentum and signs of recovery. It covers investor positioning, noting that international investors are still underweight. The focus is on sectors like tech and consumption, with potential growth driven by policy changes. The housing market is a key factor, and geopolitical risks add volatility.

What role does the housing market play in the overall economic performance of China?

What are the potential risks that could affect market sentiment according to the discussion?