Credit Suisse's Sia on Investing in China, H.K.

The video discusses the current economic sentiment, highlighting power shortages and COVID-19 outbreaks affecting sentiment and earnings. It explores the impact on manufacturing and forecasts potential earnings downturns. The discussion covers investment risks in China, particularly in internet and property sectors, and suggests focusing on consumer companies for long-term gains. The video also highlights a potential consumption slowdown due to power shortages and COVID-19, urging caution in investment strategies.

What factors have contributed to the deterioration of sentiment since the last discussion?

How are power shortages expected to impact manufacturing companies?

What is the consensus regarding the earnings forecast for the upcoming quarters?

What are the potential risks associated with investing in Internet platforms?

What is the significance of the consumption slowdown mentioned in the discussion?