HSBC’s Fan Sees Fundamental Support for Recovery in China Equities

The video discusses the rapid changes in the China equity market, highlighting the strong rally in early 2019 due to improved risk sentiment and policy expectations. It examines market valuations, potential growth, and structural reforms. The discussion also covers investor behavior, driven by FOMO, and projections for index performance. The impact of global investment strategies and the MSCI inclusion factor on Asia markets is analyzed, emphasizing long-term structural allocation and supportive policy environments.

What valuation levels are currently seen in the Asia market, and what does this imply?

What are the anticipated drivers for a constructive outlook for China equities in the next 12 months?