UBS Thomas Fang on Chinese Equities

The transcript discusses China's economic strategies, focusing on supporting the economy, stabilizing the yuan, and boosting consumption. It highlights market reactions, investor expectations, and investment recommendations. The discussion also covers policy challenges, geopolitical risks, and strategies for economic recovery amid persistent deflation.

What are the priorities mentioned for boosting the economy?

How do global investors perceive the current market situation in China?

What factors are contributing to the deflation in China?

What recommendations are being made to clients regarding investments?

What is the significance of the upcoming National People's Congress and CPPCC?

What are the two major pieces of advice given to policymakers?

How does the speaker view the future economic outlook for China?