China Equity Strategy_ Sector Allocation & Focus List Changes - Rotating from Defensive to Tech Adoption
2025-02-28 05:14
February 23, 2025 09:41 PM GMT China Equity Strategy | Asia Pacific Sector Allocation & Focus List Changes - Rotating from Defensive to Tech Adoption Upgrade Media&Ent, IT & Cons Disc, downgrade Materials, Energy, Telecom & Utilities on more positive stance on China equity given tech adoption and equity risk premium alleviation. Add Meitu, HKEX, Espressif and Alibaba to China/HK Focus List, and Espressif and Tuopu to A-share Thematic list. Following our China upgrade report (China Equity Strategy: Getting O ...