CLSA’s Wood tips US policy reversal, favours China govvies

The Federal Reserve may well rethink its tightening plans amid the continued market liquidity crunch, says CLSA's global equity strategist, who is bullish on Chinese government bonds.


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How will you alter your portfolio after the US election result?





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Underweight US
  16%
 
Overweight US
  43%
 
Underweight EMs
  7%
 
Raise cash levels
  19%
 
No change
  14%
TOTAL VOTES: 134
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