CSI 300 Will Range From 4,500 to 5,000: Jefferies’s Lee

The video discusses the potential of the CSI 300 index reaching 5000, analyzing China's cyclical recovery and economic indicators. It highlights the divergent economic recovery in China, with urban areas recovering faster than rural ones, and suggests investment strategies. The impact of CapEx reduction on profitability and sector-specific growth is also explored.

In what ways can investors position themselves in light of the divergent economic recovery in China?

What trends in capital expenditure (CapEx) are currently being observed in the Chinese market?