Sit: More Positive On China's Covid Approach

The video discusses the current economic dynamics, focusing on US inflation, Fed policy, and Chinese easing policies. It examines the impact of the mortgage boycott on China's property sector, suggesting it is not a systemic risk. Investment strategies favor Hong Kong banks and new energy sectors, with a cautious approach to the property sector. China's COVID-19 policies have shifted towards economic reopening, with less reliance on lockdowns. The video highlights sector overweights in consumption and new energy, driven by supportive Chinese policies and long-term growth targets.

What long-term investment themes are highlighted in the discussion regarding China?

How has the Chinese government's COVID policy changed in response to economic realities?

What sectors are currently considered overweight by the speaker, and why?