UBS Thomas Fang Discusses Outlook for Chinese Equities

The video discusses the current state of the Chinese market, highlighting the risks and rewards associated with investing in Chinese stocks. It covers the impact of monetary policies, particularly the PBOC's actions, on the property sector and overall liquidity. The video also examines the disappointing earnings season and economic slowdown expected in Q4 and Q1, with a potential recovery in Q2. It explores the prospects for the innovation and tech sectors, including the role of the Beijing exchange. Finally, it analyzes the export sector's performance, noting strong growth driven by global demand.

What factors do you believe will lead to a potential bounce in the Chinese equity markets?

How do you see the future of the innovation and tech sector in China?

What are your thoughts on the performance of the export sector in China?