A golden era? Resilience, secular growth and attractive valuations make China a sure bet for investors

Deep Dive into China

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Rob Mumford of GAM Investments
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Rob Mumford of GAM Investments

Chinese equities continue to look well positioned, driven by a return to economic normalisation and a supportive policy backdrop.

We frame our positive Chinese equity view around the four key pillars of cyclical resilience, premium secular growth, an improving quality of growth and attractive valuations. The experience of Covid-19,...

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