China Markets Are Still an Attractive Value, Says UBS’s Zuercher

The video discusses the attractiveness of China's market, highlighting its valuation discount compared to the US and global equities. It covers expected earnings growth, supportive monetary policy, and sector analysis, focusing on consumer discretionary and tech sectors. The tech sector, despite lagging domestically, shows potential for growth.

What is the current P/E ratio of China compared to the US and global equities?

What are the expectations for earnings growth in China this year?

What factors are contributing to the positive outlook for China's market?

What sectors does the speaker suggest turning more cyclical in China?

How have domestic tech names performed compared to Chinese ADRs in the US?