China Property Companies Will Continue to Diverge: Wang

The video discusses the current state of Chinese equities, focusing on the property sector and market sentiment. It highlights the challenges faced by low-quality names and the potential for government support. The discussion also covers liquidity issues, investment strategies, and the impact of the Omicron variant. The tech sector's performance and regulatory environment are analyzed, with expectations of policy support. Economic growth projections are discussed, emphasizing policy divergence between China and the US, and the impact of China's COVID Zero policy on the global supply chain.

What are your thoughts on the potential for normalization in the Chinese equity market?

What factors do you believe will influence China's growth rate this year?

How does the zero-tolerance policy in China affect the global supply chain?