Chinese Market Will Take a Breath From Now, Says Eastspring’s Qi

The video discusses the mixed market sentiment regarding the equity bull run, with concerns about avoiding an equity bubble. It highlights the impact of past market crashes and the importance of returning to fundamentals. The discussion covers the recent market rally, trading volumes, and investor behavior, noting a slowdown in momentum. Sector analysis reveals divergent trends, with some sectors facing downward pressure. The economic outlook suggests a potential rebound by the end of the second quarter. Liquidity and retail investor participation are also examined, indicating short-term market pressure.

What is the government's stance on the equity bull run?

• They want to encourage a bubble.

• They want to avoid a stock market bubble.

• They are indifferent to market conditions.

• They are actively investing in equities.

What has been observed in trading volumes and margin transactions recently?

• They have remained stable.

• They have become unpredictable.

• They have increased significantly.

• They have slowed down.

What is expected to influence the market's future direction?

• New technology trends

• Upcoming macro data and corporate earnings

• Political changes

• Global trade agreements

When is economic activity expected to pick up?

• By the end of the first quarter

• By the end of the second quarter

• By the end of the third quarter

• By the end of the year

What is noted about retail investor participation in the market?

• It has been declining.

• It has been minimal.

• It has been moderate.

• It has been very active.