UBS Global Wealth Management's Hu on Markets

The video discusses expectations from the upcoming NPC meeting, focusing on growth targets and potential policy support. It addresses concerns about political restructuring under Xi Jinping and its impact on the market. The property sector is analyzed, highlighting early signs of recovery and its influence on GDP growth. Economic recovery indicators, such as PMI and consumption data, are examined, suggesting a faster-than-expected recovery driven by policy measures and infrastructure investment plans.

What is the expected growth target discussed in the NPC meeting?

• 5%

• 10%

• 7%

• 3%

What type of policy is expected to be announced to support consumption?

• Tax increase

• Consumption supportive policy

• Interest rate hike

• Export restrictions

What is a key concern alongside growth in the current political landscape?

• Healthcare reform

• National security

• Environmental issues

• Education policy

What is the current sentiment towards the property sector?

• Highly optimistic

• Cautiously optimistic

• Indifferent

• Pessimistic

Which type of property projects are more popular currently?

• Rural developments

• New constructions

• Completed projects

• Commercial properties

What recent data indicates a broad-based economic recovery?

• Trade deficit

• Inflation rate

• PMI numbers

• Unemployment rate

What is the estimated amount of excess savings that could boost consumption?

• 2.8 trillion

• 4.6 trillion

• 1.2 trillion

• 6.5 trillion