Credit Suisse Likes China New Energy, EV Supply Chain Sectors

The video discusses the challenges in reviving the market, focusing on the need for more policies to support property developers and manage bond defaults. It highlights concerns about equity returns and the impact of regulatory reforms on tech sectors and GDP targets. The video also outlines investment strategies, emphasizing sustainable sectors like new energy and electric vehicles.

What are the implications of the projected GDP growth target for the regulatory environment?

What sectors are expected to benefit from the upcoming fiscal stimulus packages?

How does the current valuation of the China Clean Energy Index compare to a year ago?