“The weakness in U.S. stocks reinforces our conviction that a rotation away from expensive U.S. large-cap stocks may persist. We also believe there is more value to be explored in regions such as emerging markets, including China.”
- China’s policy makers are ready to provide additional easing should domestic consumption fail to improve.
- The recent news of the development of Chinese cheaper AI systems has lifted sentiment in the Chinese tech sector.
- Weakness in US markets may boost foreign investors’ appetite for China and other emerging markets such as India.
You can now read the full whitepaper at the link below
