CMB International Daniel So: Bullish on Chinese Stocks

The video discusses the valuation of the handset index, noting its similarity to past crisis levels and the impact of Beijing's easing policies. It highlights the ongoing regulatory risks affecting the market, particularly in the Internet sector, and suggests that the market has priced in most risks. The video also covers the Internet sector's growth outlook, inflation trends, and recommends rotating investments from upstream to downstream sectors. Finally, it advises selective investment in the property market, focusing on quality names with strong financials.

What are the implications of the expected decrease in PPI inflation for downstream players?

What criteria should be considered when selecting properties in the current market?

What indicators suggest that easing from Beijing might occur in the real estate sector?