Tide may be about to turn: Why the service sector holds the key to China's recovery

Deep Dive into Chinese equities

clock • 3 min read
John Leiper of Tavistock Wealth
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John Leiper of Tavistock Wealth

The narrative of 2020 equity market losers becoming 2021 winners has played out so far this year with the rotation out of growth stocks and into value and more cyclical parts of the market.

This theme is also evidenced by China's notable reversal of fortunes. Since mid-February, the CSI 300 index of Shanghai- and Shenzhen-listed stocks has fallen 12%, three times the MSCI Emerging Market...

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