CITIC Securities' Chan on Markets

The video discusses the market outlook for China, emphasizing the potential for continued growth despite conservative targets. It highlights the importance of leadership reshuffles and policy focus on four key securities. The analysis of equity risk premiums in China and the US suggests opportunities for savvy investors. Investment strategies are outlined, focusing on equities, bonds, and cash. Challenges in pitching Chinese equities to foreign investors are addressed, emphasizing the need for a long-term perspective.

What challenges do foreign investors face when considering investments in China?

What long-term perspective does the speaker suggest for investing in the Chinese economy?