Goldman Sachs Kinger Lau: Offshore China Overweight

The transcript discusses the new virus strain and its impact on markets, particularly focusing on China's economic outlook. It covers China's macroeconomic policies, potential easing cycles, and the political backdrop. The discussion includes earnings estimates, sector preferences, and regional market outlooks, highlighting China's potential to outperform. The transcript also delves into policy and regulation insights, emphasizing the importance of clarity in industry regulations for valuation improvements.

What are the key areas where the speaker expects policy easing?

What concerns do investors have regarding the growth prospects for 2022?

How does the speaker describe the current positioning of investors in Chinese equities?