Equity Analyst

Xin Yu, CFA

An equity research analyst with over 5 years of experience in multiple sectors. Previously worked for a global asset manager, covering China equities in multiple markets including A-shares/H-shares/ADRs and multiple sectors including TMT, industrial, consumer, etc. I conduct fundamental research to invest in high quality companies at an attractive valuation.

Will the Soft Landing Green Shoots Be Trampled?

5 Things We Watch: Higher For Longer, the Consumer, Core Prices, Energy Prices and Cyclicals

Thematic (Sector/Industry)

<ul>
<li>China's re-opening in 2023 will lead to gradual economy recovery. GDP growth is expected to rebound to ~4.5% from 3.3% in 2022. </li>
<li>China's earnings growth will resume, and equity market valuation is at an attractive level now.</li>
<li>Near-Term re-opening related investments opportunities and long-term growth themes of the China market.</li>
</ul>


China's re-opening in 2023 will lead to gradual economy recovery. GDP growth is expected to rebound to ~4.5% from 3.3% in 2022. 
China's earnings growth will resume, and equity market valuation is at an attractive level now.
Near-Term re-opening related investments opportunities and long-term growth themes of the China market.


China Investment Opportunities in 2023