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 factors contribute to the fragility of China's economic recovery?

How do US-China trade relations impact China's economic growth?

What does a PMI reading above 50 indicate about the economy?

In what ways might the Chinese central bank's monetary policy affect the stock market?

What are the potential long-term prospects for the Chinese stock market according to the discussion?