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"Chinese consumers are now increasingly interested in dairy products of higher quality, with more convenience to drink and carry, and with better looks," said Zhu.

"Chinese banks have faced greater pressure in recent years to supplement capital, especially when the tightening regulations require off-balance-sheet debts to return onto the balance sheet," he said.

"Consequently a major challenge for the Labour government in its second term will be to stabilize the large increase in government debt as a share of GDP caused by the COVID-19 pandemic fiscal stimulus measures," he said.

"Companies that have high market value can be the right targets for investors. Meanwhile, companies that are very likely to outrun their competitors throughout the technology revolution are worth a close look, as the application of 5G technology will fundamentally change the world and points to the future.

"Consumption rapidly recovered on demand for consumer staples such as food and beverage and daily necessities. Among durable goods, car demand recovered remarkably," said Piao.