瑞银--投资者反馈与关键辩论
中国银行·2024-05-05 13:18
ab Global Research and Evidence Lab 2 May 2024 EM Equity Strategy Equity Strategy China upgrade: investor feedback & key debates Emerging Markets Sunil Tirumalai Strategist Investors receptive to a positive China stance...though still seen as tactical sunil.tirumalai@ubs.com +91-22-6155 6080 Since our upgrade to OW on China (link) last week, we've had discussions with over 30 investors across geographies and investment styles. We see the market more receptive James Wang Strategist to a positive China stance ...