We’re Very Bullish on Chinese Equities, Says Eastspring’s Lien

The video discusses market reactions to Chinese economic news, focusing on the potential impact of reduced stimulus as the economy improves. It highlights the positive outlook for Chinese equities and the property market, despite recent volatility. The discussion also covers investment strategies in the property sector, emphasizing the importance of selecting high-quality developers. The video evaluates the Chinese banking sector, noting attractive valuations and improved credit quality. Finally, it outlines a long-term investment strategy, emphasizing a macroeconomic perspective and the importance of not overreacting to short-term data.

What factors contribute to the positive outlook for the property market in China?

What is the perspective on Chinese banks and their current valuations?