UBS’s Liu Likes China Brokers, Property, Internet

The video discusses potential market stimuli, including a trade deal and MSCI China Asia inclusion, which could support a market rally. It analyzes the CSI 300 index targets and the impact of inclusion dates. The discussion also covers sector opportunities, highlighting overweight positions in brokers, property, and internet, while underweighting China banks. The impact of MSCI inclusion on fund flows and indices is also examined.

What factors are expected to support the rally in the market?

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What is the year-end target for the CSI 300 mentioned in the text?

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What sectors are mentioned as having the most upside potential?

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How do the inclusion dates affect fund flows according to the discussion?

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What challenges are associated with the MSCI All China indices transition?

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