Credit Suisse Expects Recovery in China Consumption

The video discusses the reopening of the market and the expected recovery in consumption and real estate. It highlights potential risks, particularly from the United States, and their impact on liquidity and earnings in Asia. The resilience of earnings during the pandemic is noted, with expectations of positive surprises in the upcoming results season. The video also covers the impact of regulatory changes on Chinese big tech, suggesting that share prices may rise if the rally continues.

What factors are being monitored to determine the earnings upgrade?

What risks to the downside are mentioned in relation to the United States?

How resilient are earnings expected to be in the upcoming results season?

What is the expected impact of the reopening on earnings guidance?

What is the significance of Chinese big tech in the current market context?