Credit Suisse Private Banking Selina Sia on China Strategy

The video discusses the factors leading to market corrections, focusing on US interest rate hikes and China's economic challenges due to COVID-19. It explores potential downgrades in earnings forecasts, particularly in consumer and manufacturing sectors. The video contrasts onshore pessimism with Wall Street's optimism about Chinese stocks, highlighting valuation differences. It concludes with a market outlook post-Lunar New Year, noting potential negative impacts from ongoing lockdowns.

What are the two main reasons mentioned for the correction in the market?

How does the management of COVID-19 impact earnings forecasts for the current quarter?

What sectors are currently experiencing the most downgrades in earnings forecasts?

How do the valuations of Chinese stocks listed in Hong Kong compare to those in Asia?

What is the expected impact of lockdowns on economic activities during the Lunar New Year?