JPMorgan's Leung on Chinese Equities

The video discusses investment strategies focusing on adding equities to portfolios due to favorable valuations and opportunities in industrial sectors. It highlights the importance of dividend policies and the impact of stimulus measures. The speaker expresses caution towards domestic sectors like consumer staples due to potential economic pressures. Additionally, the video addresses challenges related to local government financing and its effect on fiscal stimulus execution.

In what ways are consumer discretionary companies changing their shareholder return policies?

What changes were made in the portfolio in response to expected domestic stimulus?

What are the risks associated with consumer sectors in the current market?