Advise Investors to Remain Very Defensive: Credit Suisse's Sia

The video advises investors to adopt a defensive strategy, focusing on state-owned entities like banks, insurance, and utilities for long-term stability. It assesses minimal risk from Russia-related events and discusses the potential impact of the Ukraine situation on PBOC's easing policies. The video highlights government economic targets and suggests aligning investments accordingly. It also analyzes sectors like Internet platforms and consumer staples, noting regulatory challenges and inflationary pressures.

What investment strategy is recommended in light of uncertainties both domestically and overseas?

What is the outlook for major Internet platforms and consumer staples in the current market?