Chinese Equity Valuations Getting Tight: JPMorgan’s Leung

The video discusses the current state of the Chinese equity market, highlighting the relative valuation between equities and bonds. It explores investment strategies focusing on income-oriented equities and identifies sectors with potential for sustainable dividend growth. The impact of China's economic recovery on earnings growth and sector valuation is also examined, suggesting a narrowing gap between growth-oriented and traditional sectors.

How is the economic recovery in China expected to impact earnings growth?

What is the significance of the earnings growth gap between growth-oriented stocks and traditional sectors?