UBS's Eva Lee on Growth Outlook for Chinese Stocks

The video discusses the current state of Chinese equities, focusing on valuation, market sentiment, and the impact of the Shanghai lockdown on consumption. It analyzes earnings growth projections and compares benchmark indices like CSI 300, MSI China, and Hang Seng. The discussion highlights the need for government actions to stabilize the economy through infrastructure and consumption support. It also examines the implications of currency fluctuations and rate policies, emphasizing the challenges of balancing US rate hikes with potential Chinese rate cuts.

How does the earnings growth in China compare to the APAC region?

What actions are expected from the Chinese government to stabilize the economy?

What implications does the weakness of the Chinese currency have on the market?