HSBC Sticking With Risk On Investment Strategy: Fan

The video discusses the current state of the rates market, focusing on the policy divergences between the US and China. It highlights the Federal Reserve's expected rate hikes and gradual policy normalization, considering uncertainties like Omicron. The global equity market is expected to show earnings growth, supported by resilient corporate performance. In China, the focus is on growth stabilization, with the PBOC implementing rate cuts. Despite challenges in China's real estate sector, investment strategies remain focused on structural growth sectors like technology and green transformation, supported by government policies.

What are the expected growth rates for corporate earnings in the global equity market?

How does the risk-reward profile influence investment strategies in China?

What sectors are expected to benefit from the upcoming policy easing in China?