We’re Bullish on China Equities in 2021, Says UBS’s Fang

The video discusses the potential market impact of the US elections on Chinese assets, predicting no immediate relief rally but a choppy market towards the year's end. A bullish outlook for China equities in 2021 is driven by earnings recovery, especially in financial sectors, due to COVID-19 containment and economic growth. The recovery in China is evident, with increased traffic and busy factories. Non-financial sectors, banks, and real estate may surprise with growth, reflecting in future earnings.

What is the rationale for a bullish outlook for China equities in 2021?

How has the recovery in China been described over the past few months?