Power Sustainable Jun Li: More bullish on China

The video discusses the reopening of Shanghai and its impact on businesses and communities. It highlights the eagerness of small businesses to resume operations and the challenges they face in recovering to pre-COVID levels. The discussion also covers investment opportunities, focusing on sectors supported by government policies and the reopening theme. Additionally, it analyzes earnings forecasts, emphasizing the need for patience and realistic expectations. The video concludes with a focus on preferred investment sectors, including technology and clean technology, for long-term growth.

What changes occurred in Shanghai's business operations after June 1st?

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How have small businesses in Shanghai reacted to the reopening?

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What concerns do small business operators have regarding consumption recovery?

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What sectors are investors looking to support according to the text?

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What is the expected earnings growth for 2022 mentioned in the text?

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What is the sentiment regarding the second quarter's earnings outlook?

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Which sectors are highlighted as having long-term growth potential?

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