China Stocks' Valuations 'Attractive,' UBS Global Wealth's Tay Says

The transcript discusses the current state of China's market, highlighting its attractive valuation but potential for a short-term correction. It examines the impact of US-China trade negotiations on market sentiment, comparing the current rally to the 2014 surge. The discussion notes the healthier market positioning driven by institutional investors and updates on trade talks involving high-level officials. It concludes with insights into sectors likely to benefit from foreign inflows, emphasizing IT and consumer stocks, and the overall positive outlook for China's market.

What are the implications of the trade talks between the US and China on the market?

What sectors are expected to benefit from foreign inflows into the Chinese market?