UBS: Investors Should Be in 'Wait & See' Mode on China's Covid Policy

The video discusses the current state of the market, focusing on China's short-term market orientation and the impact of COVID policies. It highlights the importance of policy clarity and the potential for market recovery. The discussion covers investment trends, particularly in renewable energy, technology, and Internet sectors. The property market is analyzed from an equity perspective, emphasizing the need for policy certainty. The video concludes with a review of the earnings season and an economic outlook for China, expecting GDP growth in 2023.

What challenges are anticipated for the property sector in the coming months?

What is the expected GDP growth for China in 2023?