Sociate Generale Is 'Overweight' China Stocks: Benzimra

The video discusses the economic impact of Omicron and policy responses, highlighting a slowdown in growth. It explores the recovery of Chinese equities, focusing on regulatory impacts and market trends. The onshore market is analyzed with emphasis on investment themes like green transition and common prosperity. Japan's economic outlook is examined, considering the undervalued yen and new capitalism initiatives.

What factors are contributing to the slowdown mentioned in the text?

How is the policy response related to the economic impact discussed?

What is the significance of the bear market in Chinese equities as mentioned?

What are the implications of the regulatory tightening in the Internet sector?

What trends are observed in the Japanese market regarding the yen and S&P?

How does the new style of capitalism in Japan affect the market outlook?

What potential does the green transition hold for the Chinese market?