Analyst Week: Greater China Market Outlook

Speaker: Mr Ivan Ip, Head of Retail Research, UOB Kay Hian HK

Even if COVID-19 has been brought under control, a V-shaped economic recovery is highly unlikely owing to demand destruction caused by bankruptcies, job losses and so on.  Against this backdrop, we will focus on companies with strong balance sheets, beneficiaries of policy support and durable investment themes such as 5G and e-commerce.