UBS Is 'Overweight' China Industrials, Materials: Liu

The video discusses the complexity of Chinese investments, particularly in Hong Kong, amid US delisting pressures. It provides forecasts for Chinese equities in 2021, highlighting the shift from multiples-led growth to earnings per share growth. The video also examines the significant trend of Chinese households allocating more assets into equities and discusses sector preferences, with a focus on industrials and telcos.

How does the growth outlook for Chinese equities appear in terms of multiples and earnings per share?

What sectors are currently favored in the model portfolio and why?

What impact do you think the US-China relationship will have on the banking sector and internet companies?