UBS Sees 20% Earnings Growth for MSCI China in 2023

The video discusses the mixed guidances from companies during China's earnings season, highlighting the challenges faced by the property sector and the potential for a 20% EPS growth driven by large companies. It explores the impact of consumer confidence and market dynamics, noting the struggles of SMEs and the potential for market recovery based on improving data points and easing geopolitical tensions.

What are the mixed guidances from consumer companies indicating about the current economic situation?

How has the property sector's earnings changed year on year in 2022, and what factors contributed to this change?

What factors are expected to contribute to the 20% EPS growth in the first quarter earnings?

What role do large companies play in the market recovery compared to SMEs, according to the discussion?

What are the current sentiments of investors regarding the market recovery, and what data points are they focusing on?