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China equities are a buy, argues Baring AM

Leanne Wang
Investment manager William Fong says valuation levels are compelling after the correction, but maintains positions in stocks less sensitive to inflation pressure and policy tightening.
China equities are a buy, argues Baring AM

Chinese equity valuations have reached compelling levels following a recent correction, with macroeconomic tightening and fear of inflation largely priced in, believes Baring Asset Management.

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