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Key highlights from the interview:

  1. In order to facilitate economic recovery, it is recommended that the Chinese government implements additional fiscal stimulus measures and to accept a higher deficit, which will support the drive for economic revival.
  1. The government can play an active role in the equity market by intervening in a transparent and purposeful manner, with the goal of rebuilding investor confidence.
  1. There are promising signs of a strong rebound in the Chinese market during the first quarter of next year, driven by the rapid issuance of loans by Chinese banks, particularly in the real estate industry.
  1. China's strengths lie in industrial automation, medical devices, and turnaround sectors like education, which present noteworthy opportunities.
  1. There is a notable tendency for companies to gain market shares and generate substantial cash flow.