Positive China Equities, modest and front-loaded CNY strength. Risks: sharp spike in oil prices, US hard landing and new COVID variants
Bullish China: More room to run with reopening, supportive policy and attractive valuations
Bullish China: More room to run with…
Bullish China: More room to run with reopening, supportive policy and attractive valuations
Positive China Equities, modest and front-loaded CNY strength. Risks: sharp spike in oil prices, US hard landing and new COVID variants