Pierre Lau
China equity strategist at Citi specializing in China and Hong Kong markets, policy analysis, and sector drivers such as technology, exports, and investment.
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Jan 29, 2026 • 15min
Episode 63: China & India Equities — Market Drivers and Risks in 2026
Surendra Goyal, Head of India Research at Citi focused on earnings, macro trends and investor flows. Pierre Lau, China equity strategist at Citi specializing in China/HK policy and sector drivers. They discuss China’s fiscal stance, tech self-reliance, export and investment drivers. They also cover India’s earnings trajectory, macro momentum, domestic flows and key market risks for 2026.
