Story of the day
China has been actively addressing market overhangs such as the Covid situation, real estate developer issues, and platform e-commerce and technology regulations. As such, we believe a long-awaited recovery is near.
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What does this mean for your portfolio?
We see asymmetric risk-reward in favour of staying invested. Consider large state-owned enterprise banks in China for their stable yields of 6-7%, platform e-commerce, technology firms, and insurance companies that ride on long-term secular growth trends.
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