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China: 19th party congress and beyond

Perspectives» |

November 9, 2017

Overall, the results of 19th Party Congress were better than our expectations. China’s economy appears to be more resilient than it was and the coming slowdown looks likely to be moderate. The SOE reform has important implication for equity markets in sectors like telecoms, steel and energy. From a multi-asset perspective, we consider the Chinese medium-term structural story attractive.

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