VS Partners CIO Vanessa Xu on Investing in China, Asia

The transcript discusses the current state of the property market, focusing on risks and the impact of a new property tax rollout. It highlights the challenges faced by related sectors like home appliances and housing services, which may present investment opportunities after valuation corrections. The discussion shifts to equity markets, emphasizing cautious optimism and the importance of quality and sustainable growth for recovery. The transcript also identifies healthcare and biotech as potential areas of opportunity, despite broader market challenges.

What are the potential impacts of the recent property tax roll-out on the market?

How do weak consumer buying sentiments affect the property sector's recovery?

What factors should be considered when looking for attractive sectors in the current market?

What is the significance of having a strong balance sheet in the context of market recovery?

In what ways might healthcare companies be shielded from earnings downgrades?