BofA's Wu on China Equities Market

The video discusses the market rebound, valuation levels, and potential for multiple expansion in MSA China. It covers earnings growth, revisions, and sector analysis, highlighting opportunities and risks in various sectors like Macau gaming and big tech. The geopolitical impact on semiconductors and the theme of import substitution are explored. Investor sentiment remains bullish, with insights into market dynamics and the impact of the infection wave on the onshore market.

What are the implications of import substitution for China's semiconductor sector?

How does the survey reflect the sentiment of Hong Kong-based investors regarding reopening related names?

What challenges did people in China face during the big wave of infection in late 2022?