Barings' Do Sees Run Up on Chinese Equities by End of Year

The video discusses the current economic sentiment in China, highlighting that despite good earnings, negative sentiment persists due to concerns about government support and investment flows. The impact of southbound flows and IPO confusion on the Hong Kong market is examined. The video also covers potential policy changes by the Chinese government to ease liquidity and maintain GDP growth. Finally, it explores the outlook for Chinese equities, suggesting a potential market bottom and identifying catalysts like changes in trade rhetoric.

What are the implications of southbound money flows for Hong Kong's market?

What potential catalysts could lead to a turnaround in sentiment towards Chinese equities?