Chinese Equity Story Is Not Over Yet, Says SocGen’s Benzimra

The video discusses the current trends in the Chinese equity market, focusing on PMI numbers and market expectations. It highlights the importance of growth stabilization and the continuation of stimulus measures. The analysis includes a comparison of earnings seasons, noting improvements in earnings and guidance. The video concludes with expectations for future targeted stimulus, emphasizing fiscal policy and liquidity injections.

What is the current outlook on the Chinese equity market according to the text?

What statistical issues are mentioned regarding the PMI numbers?

How does the earnings growth in the current quarter compare to the previous year?

What are the expectations for earnings per share growth in 2019?

What kind of stimulus is expected to be implemented in China?