UBS James Wang on Chinese Markets, Strategy

The video discusses the interest of foreign investors in Chinese stocks, highlighting the divergence between macroeconomic data and share prices. It explores weak market sentiment and potential investment opportunities, particularly in the property and EV sectors. The discussion also covers the outlook for A and H shares, emphasizing the impact of Fed rate decisions and the potential for domestic recovery in Asia.

What role does policy support play in the current market conditions?

How does the external environment, such as the Fed's actions, affect the Hong Kong market?

What are the expectations for the Asia market compared to the Hong Kong market?