Credit Suisse's Selina Sia on China Equities

The video discusses the factors influencing equity investments, focusing on the need for macroeconomic improvements and corporate earnings recovery. It highlights the discounts in Chinese equities due to political risks and COVID policies. The discussion also covers the potential for consumer sector growth and the expectation of stimulus measures from China. Lastly, it addresses the banking sector's stability and the government's ability to manage economic risks.

What sectors are expected to benefit from a positive consumer price index (CPI) trend?

What is the anticipated timing for major stimulus measures from the Chinese government?