CICC Research's Liu on China Equities

The video discusses the current state of inflation and economic recovery, highlighting that inflation remains low, particularly in China, and that consumption is driving the recovery. The market outlook for the second quarter is positive, with a focus on consumption and attractive valuations in Chinese markets. Investment strategies are advised to focus on volatility and certainty, with hedge funds being more active. The earnings season shows potential for growth, with expectations of sequential improvements throughout the year.

What strategies are recommended for foreign funds looking to invest in China?

What is the significance of cash flow in the current macro environment?

How does the current earnings season compare to market expectations?