Goldman Sachs China Strategist Kinger Lau on China Regulations

The video discusses the impact of regulatory changes on market analysis, focusing on China's CPI basket components like housing, education, and healthcare. It highlights the distribution of market cap between private and state enterprises and identifies sectors exposed to regulatory risks. The discussion extends to equity valuations, risk premiums, and market perceptions, providing insights into investment strategies amid regulatory uncertainties.

What are the two main impacts of regulatory changes on the equity market as discussed in the text?

What is the expected upside for Chinese offshore equities mentioned in the report?

How does the perception of regulatory uncertainty differ based on geographic location in China?