Strategy Report
Chinese Internet Platform Stocks: Breakout Or Fadeout?
We are turning more constructive on Chinese internet stocks after several years of caution. We recommend going long offshore internet equities in absolute terms and upgrading MSCI China to overweight in a global equity portfolio.
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BCA Research | China Investment Strategy
Evaluates both the cyclical trends and structural developments of China's economy, offering investment recommendations for China and the Greater China Region.
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