Technical Setup for Chinese Equities Is Compelling: Lau

The transcript discusses the positive shift in market sentiment for Chinese stocks, highlighting the recovery from low valuations and the macroeconomic advantages China holds. It covers growth expectations, policy easing, and the cautious positioning of investors. The tech sector's regulatory environment is also examined, with optimism for valuation recovery. The discussion concludes with market opportunities ahead of political events, suggesting a favorable setup for Chinese equities.

What is the outlook for growth momentum in China compared to the rest of the world?

What are the current positioning trends among investors in Chinese equities?

How do historical trends suggest the market will perform leading up to the party Congress?