Expect Earnings Growth in China at 5% to 8%, Says SocGen's Benzimra

The video discusses the current state of earnings growth in China, highlighting a consensus estimate of 13-15% growth. It notes that the impact of tariffs and policy changes has not yet been fully realized, suggesting potential downgrades in the future. The discussion also covers market valuations, particularly the CSI 300 and Shanghai Composite, and considers whether these valuations are fair. The video explores investment strategies, including the potential for ETFs and the attractiveness of specific sectors like consumer and banking, given their current valuations and growth prospects.

What is the current trading level of the Shanghai Composite as mentioned in the text?

What sectors are mentioned as becoming more interesting for investment?