China Has More Upside Mid to Long-Term, Says OCBC’s Menon

The video discusses China's fragile economic recovery, highlighting the 6.4% growth in Q1 and the influence of US-China trade relations. It examines the potential for continued monetary policy easing by the Chinese central bank, which could positively impact stocks. The video also analyzes the Chinese stock market's recent performance, noting its significant gains and the need for a market breather. Despite past underperformance, the market may have more room to grow if economic stability is achieved through fiscal and monetary policies.

What was the economic growth rate in China during the first quarter, and why is it considered fragile?

• 6.4% due to stable global markets

• 7.1% due to robust domestic demand

• 5.2% due to strong trade relations

• 6.4% due to ongoing trade tensions

Why might the Chinese central bank continue with an easy monetary policy?

• To address concerns of economic overheating

• To increase inflation rates

• To counteract a strong economic growth

• To support the economy showing signs of cooling

What recent performance trend is noted about the Chinese stock market?

• It has outperformed the global markets consistently

• It has underperformed compared to global markets

• It has shown no significant change

• It has been stable with minor fluctuations

What is suggested as a healthy move for the Chinese stock market after recent gains?

• A shift to global market trends

• A significant decline

• A continued rapid increase

• A period of stabilization or breather

What is the long-term outlook for the Chinese stock market according to the transcript?

• It will remain stagnant

• It has significant upside potential

• It has limited potential for growth

• It is expected to decline significantly