Chinese equities look well set to confront the challenges that Omicron, stricter regulation and moderating growth will bring. Revised earnings expectations and valuations mean their second-half prospects are brighter. Looser fiscal and monetary policies have the potential to provide a further uplift for sentiment.
Listen to the Talking heads podcast with David Choa, head of Greater China Equities, as he discusses the outlook for 2022, the factors that should help stabilise market expectations and the opportunities with Andrew Craig, co-head Investment Insights Centre.
Formerly known as ‘Market weekly’, Talking heads brings investors the in-depth insights on topics that really matter to them, analysis of the world and markets through the lens of sustainability and more great conversations with investment experts.
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