China Markets Going to Take a Breather: Xingtai Capital's Leung

The video discusses the market's potential pause after a strong 2020, driven largely by multiple expansion. The speaker highlights their portfolio's performance, which outperformed the index due to earnings growth. They emphasize a strategy focused on growth stocks with value overlays, targeting sectors like property management, sporting goods, and education. The speaker remains optimistic about continued upside in 2021, despite a more muted market outlook.

What is the teacher's perspective on the sustainability of the market gains from 2020?

What investment strategy does the teacher prefer when selecting stocks?