UPCOMING WEBINAR CIO Series 13: How to Best Position for a Potential China Recovery Date & Time: 22 Oct 24 (Tue), 6.30pm Register now: https://lnkd.in/gUsV5W7R In mid-September, we anticipated that China might take action to revive its struggling economy, following another dip in macroeconomic data in August. As a result, we recommended several consumer stocks, including Alibaba, China Resources Beer, Trip.com, Galaxy Entertainment, Sands China, and Kweichow Moutai. However, China continues to face long-term challenges, such as macroeconomic uncertainty and policy risks—what many are calling the "new normal." In this CIO Series, we will explore how to navigate these long-term challenges while seizing short-term trading opportunities. Is the current rally sustainable? What key macro indicators should we monitor? Join us as we discuss how to best position for a potential economic recovery in China.
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