Medium-Term Trend Is Favorable for Chinese Equities, Says Barings’s Do

The video discusses the current state of Chinese and global equity markets, highlighting a recent rally and the potential for earnings growth. It advises caution in investing due to overbought conditions and suggests waiting for better opportunities. The video also identifies undervalued sectors like export-related stocks and materials, which may benefit from economic recovery and stimulus measures.

What are some sectors mentioned that still look cheap for investment?

How does the speaker view the future of the materials sector in China?