Credit Suisse's Werkun Discusses Chinese Stocks

The transcript discusses the Chinese market's calmness despite recent drama, analyzing the resilience of A and H shares and the impact of MSCI inclusion. It speculates on state intervention in China equities and highlights opportunities in the tech sector, particularly 5G. The challenges of accessing quality information in China are also addressed, noting improvements in disclosure and the role of equity research.

How is the tech sector in Asia expected to perform in the coming years, particularly regarding 5G?

What challenges do equity researchers face in obtaining reliable information in China?

What role does ESG play in the investment strategies of companies in China?