JPMorgan’s Cheng Likes China Financials, Consumers, Communication Services

The video discusses the impact of trade deals on China equities, highlighting the importance of a partial trade deal for market momentum. It explores investment strategies, focusing on the CSI 300 index due to its value and momentum. The forecast for earnings growth is considered reasonable, given recent stimulus measures. The video also covers sector preferences, emphasizing financials, consumer, and communication services as beneficiaries of Chinese policy changes.

What are the expectations for earnings growth in China for the current year?

How do stimulus measures impact consumption growth in China according to the discussion?