Fidelity’s Bolton & co see end to China tightening

Fidelity trio Anthony Bolton, Martha Wang and Raymond Ma say China is nearing the end of a monetary tightening cycle and predict a positive effect on domestic consumption.


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Underweight US
  16%
 
Overweight US
  42%
 
Underweight EMs
  7%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 138
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