JPMorgan’s Leung Sees Opportunities in China Financials

The video discusses the current valuation of Chinese stocks, highlighting opportunities in mainland shares as suggested by UBS and Goldman Sachs. It covers adjustments in China income strategies, focusing on narrowing the gap between income-oriented and growth styles. The impact of inflationary pressures, particularly in industrial metals, is analyzed, along with the ability of sectors to manage costs. Earnings transparency and sector performance in China are evaluated, with a focus on potential earnings surprises. Finally, the video explores growth prospects in Hong Kong, emphasizing opportunities in the financial sector amid economic recovery.

What adjustments have been made to the China income strategy this year?

How do you assess the transparency of earnings in the current market?

What are the key factors influencing the recovery of the Hong Kong economy?