Double threat of valuation and earnings bubble in China

Morgan Stanley says pointing out that the emperor û in this case the third quarter earnings of companies listed in the A-share market û has no clothes is not easy.


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





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Underweight US
  16%
 
Overweight US
  42%
 
Underweight EMs
  6%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 140
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December 2016/January 2017 Magazine
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