Valuations for Chinese Equities Look Attractive, Says Credit Suisse’s Sia

The video discusses the current valuation and risk-reward profile of large and small caps, noting profit warnings and EPS estimates. It highlights the consumer sector in China, emphasizing cost-cutting and market share growth. The discussion also covers defensive stocks amid economic challenges and the Shanghai Tech launch. Finally, it addresses expectations for the earnings season and potential policy support in China.

What is the current trend in consensus earnings revisions as discussed in the first section?

• No trend

• Upward trend

• Stable trend

• Downward trend

Which sector in China has recently outperformed others according to the second section?

• Healthcare sector

• Consumer sector

• Industrial sector

• Technology sector

What is one reason for the expected recovery in margins for Chinese consumer companies?

• Increased government subsidies

• Cost-cutting measures

• New product launches

• Higher export demand

What is the expected impact of the Shanghai Tech launch on fund flow?

• No impact on fund flow

• Moderate increase in fund flow

• Significant increase in fund flow

• Limited initial fund flow

What is considered more important than earnings results for the second quarter of 2019?

• Dividend announcements

• New product developments

• Market share growth

• Policy support for sectors