We Maintain a Mild Overweight Position in China Equities, Says HSBC’s Fan

The video discusses the strategic decision to trim Chinese equities by half due to trade tensions, while maintaining a mild overweight position in anticipation of China's policy response. It outlines benchmark targets for indices like the Hang Seng and MSCI China, based on the expectation of a US-China trade agreement. The focus shifts to the domestic growth potential of the Chinese market, given its earnings structure. The video concludes with an outlook on the potential for resolution through negotiation, emphasizing the importance of monitoring upcoming events like the G20 summit.

How does the earnings structure of MSCI China relate to the US market?

What are the anticipated outcomes of the G20 summit regarding trade negotiations?