China Earnings Momentum Stabilization Needed, Manulife IM Says

The video discusses the current state of Chinese equities, highlighting opportunities and challenges. It notes the positive aspects of the Chinese economy, such as reasonable broad money growth, but also points out issues like subdued consumer sentiment due to COVID policies. The disparity in sentiment between offshore and onshore investors is examined, with global investors having more choices compared to onshore investors. The video also explores investment strategies for Greater China, emphasizing the need for valuation opportunities and catalysts for earnings stabilization, while acknowledging challenges like export difficulties and restrictive regulatory policies.

What challenges are currently affecting the earnings momentum in key sectors of the Chinese economy?

What is necessary for investors to feel excited about valuations in the Chinese market?