Not the Time to Leave the Chinese Markets, Says SocGen's Benzimra

The video discusses the current market sentiment and fundamentals, highlighting that while the fundamentals are decent, the market sentiment is excessively bearish. It analyzes the valuation of the Chinese market compared to other emerging markets, noting the impact of low yields on valuation. The discussion also covers the role of the PBOC's monetary policy in influencing market sentiment, suggesting that more easing may be needed to improve sentiment.

What factors are contributing to the valuation of the Chinese market compared to other emerging markets?

What is the expected monetary policy action from the PBOC in the second half of the year?