OCBC Bank WM's Menon on Markets

The video discusses a positive outlook on the Chinese equity market, highlighting a 5% growth target for 2023. It emphasizes opportunities in sectors like consumption, infrastructure, and green technology. The preference for A shares over H shares is due to their alignment with China's domestic economy focus. Despite global economic risks, the video sees potential in Chinese industrials, driven by domestic demand and energy transition efforts.

What are the expected benefits for the financial sector if the Chinese economy rebounds?

Why is there a preference for A shares over H shares in the Chinese market?