LW Asset Management’s Wong Likes China Property Management, Biotech, Cloud Computing Sectors

The video discusses Q3 performance, highlighting market volatility and mid-single-digit returns. It compares China A market's earnings growth with the S&P 500, noting China's attractiveness despite fair value concerns. The Hong Kong market's complexity and domestic sector challenges are explored. The video also addresses the earnings downgrade cycle, suggesting stabilization without a V-shaped rebound. Preferred sectors in China A shares, such as property management, biotech, and cloud computing, are emphasized for their growth potential.

What are the expectations for the domestic sector in the Hong Kong market?

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What is the significance of the IoT market for Gree electric appliances?

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