Maintain Pro-Cyclical Sector Stance: HSBC's Fan

The video discusses the current state of the China equity market, highlighting the shift to a neutral stance due to regulatory uncertainties. It emphasizes the importance of not panic selling and identifies opportunities in sectors aligned with China's strategic focus, such as technology and industrials. The discussion covers the impact of regulatory risks, suggesting in-depth research and diversification as key strategies. The macroeconomic outlook is also addressed, noting a shift towards growth stability and accommodative policies in response to COVID-related challenges.

What is the current stance on China equity market according to the text?

What sectors are mentioned as part of the new economy in China?

How does the text suggest investors should approach regulatory risks?

What are the key strategies mentioned for managing current challenges in the market?

What does the text indicate about the future policy focus in China?