Robeco's Crabb: There Are Still Opportunities in China

The video discusses the potential for growth in Chinese equities, highlighting the impact of market trends and government policies on various sectors. It emphasizes the transition of China's economy from investment-led to consumption-led, noting the challenges and opportunities this presents. The discussion also covers the effectiveness of current stimulus measures and the need for targeted actions to boost consumption and stabilize the real estate market.

What factors contributed to the rally in the Chinese market at the end of last year?

How do government policies impact different sectors in the Chinese market?

What are the long-term prospects for sectors like healthcare in China?

In what ways is China transitioning from an investment-led economy to a consumption-led economy?

What measures could be taken to stimulate consumption in the Chinese economy?