In for Period of Consolidation in China’s A-Share Market, Says UBS’s Gao

The video discusses market consolidation and the timing for investors to re-enter shares, highlighting the positive market trends such as PMI uptick and trade negotiations. It emphasizes the need for selectivity in stock investments, focusing on sectors like consumer goods and construction. The video also analyzes current market valuations, suggesting they are fair but not cheap, advising investors to be cautious.

How should investors approach stock selection in the current environment?

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What is the current valuation of the CSI 300, and how does it compare historically?

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