Investors Should Be Positioning in EVs: Wu

The video discusses the current state of earnings, highlighting more downgrades than upgrades for 2023 and 2024. It covers EPS growth projections for MSCI China, noting a downward revision to around 10%. The EV market is identified as a strategic sector, though short-term challenges exist. Sector revisions and earnings leadership are also discussed, with a focus on the need for more policy measures to address fundamental economic issues. The video concludes with a short-term market trading strategy, emphasizing the importance of upcoming policy decisions.

What fundamental issues are investors concerned about in the economy?

What is the significance of the next 2-3 weeks in terms of policy for the market?