UBS Global Wealth Mgmt. Eva Lee on China's Strategy

The transcript discusses the current state of the property market, highlighting risks and valuations. It examines the impact of credit impulse on financial conditions and property sales, predicting a gradual recovery. The analysis of the China property sector reveals government intervention and a shift towards affordable housing. Earnings growth prospects in the new economy are explored, with a focus on revisions and the tech sector. Finally, the transcript covers policy tailwinds in renewable energy and EV sectors, assessing their valuations and global market share.

What is the outlook for earnings growth in the next year?

How do analysts perceive the current state of the tech sector?

What are the expected growth rates for renewable energy and EV sectors?