Chinese Equities Have Some Upside Risk, Says Ample Capital’s Wong

The video discusses the focus on trade deals over GDP, highlighting the importance of retail sales in China and Hong Kong. It analyzes market risks, noting some upside potential in Chinese equities but cautioning against Hong Kong stocks due to structural issues. The impact of housing measures on the economy is debated, with concerns about rental yields. Earnings forecasts for Chinese companies show a mixed outlook, with consumption sectors faring better than manufacturing. The speaker shares their investment strategy, favoring Chinese stocks like Ping An Insurance for their market strength.

What is the expected trend for earnings in the consumption sectors versus manufacturing sectors?

What changes is the speaker considering in their investment strategy regarding Hong Kong and Chinese stocks?