Buy Chinese Quality Steel Names, Says Pictet’s Gaud

The video discusses the impact of potential PBOC tightening on the Hong Kong market, drawing parallels with the 2015 Chinese asset rally. It highlights the growing southbound access for mainland investors and its implications for the Hong Kong market. The video also explores investment opportunities in cyclicals, particularly in the steel sector, as the market recovers.

What comparison is drawn between the current market situation and the events of 2015?

How does the intervention of the PBOC affect the market according to the text?

What factors are contributing to the attractiveness of Chinese assets listed in Hong Kong?

What is the significance of the appreciation of the Chinese yuan mentioned in the text?

What are the expectations for the steel sector in the current market cycle?