Daiwa Capital’s Kitney Is Overweight China With Small Overweight on Hong Kong

The video discusses the current state of the A share market, highlighting a period of stagnation after surpassing 3100. It explores the role of earnings revisions and global cues, including the trade war, in influencing market dynamics. The potential for a global equity market rally to end by June and its implications for China are examined. The video also analyzes the performance of specific sectors within the Chinese domestic market, particularly financials and real estate, in light of changes in PBOC policy and yield curve adjustments.

Which sectors in the Chinese domestic market are expected to outperform the broader index?

What changes in PBOC policy have affected the financial sector in China?