In 25 HK/China should outperform. Monetization of China's tech capability, policy stimulus during NPC are catalysts. Structural issues- Debt, Deflation, Demographics remain but valuation's too cheap.
What is covered in the Full Insight:
Introduction: China in 2025
Economic Catalysts and Policy Initiatives
China's Structural Hurdles
Investment Preferences and Strategies
Catalysts and Risks for 2025
SUMMARY
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