Still Some Headwinds for China in Near Term, AIA Investment's Png Says

The video discusses investment strategies in Asian markets, focusing on sectors with strong domestic demand like healthcare and real estate. It highlights the importance of dividend yields and free cash flow, noting that companies are returning cash to shareholders through dividends and buybacks. The Chinese market is analyzed, with caution advised due to economic rebalancing and export challenges, but optimism for long-term growth due to policy easing and infrastructure spending.

What role does free cash flow play in corporate strategies as mentioned in the text?

What indicators suggest a potential positive shift in the Chinese economy?