UBS GWM's Hu on China Markets and Eco

The video discusses China's economic challenges, including weak PMI and GDP data, and the market's response. It covers expectations for policy changes, such as RR cuts and credit easing, and analyzes the tech sector's recovery amid regulatory pressures. Data security regulations and their market implications are explored, along with challenges in the property market, including high yield bonds and potential tax policies. The video concludes with a discussion on RMB stability and currency forecasts.

What are the implications of the new data security regulations in China?

How is the property market affecting high yield bonds in China?

What is the expected trend for the renminbi against the dollar in the coming year?