Revisit - Why invest in China now?
BNP Paribas Wealth Management
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China's Monetary Policy Is Easing Its Central Bank
We continue to stay positive on China, particularly since valuation remains cheap and earnings are bottoming. Since the spring festival holiday, economic money has been robust. Most industrial and logistic indicators rebound at strongly while services are also picking up. We will likely see a stronger recovery and consumption as well over the year.
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