bullish

Tencent

Asian Equities: It's China's Year - Our "China Twelve" In the Year of the Snake

Manishi has highlighted this Insight as a Top Pick
652 Views13 Feb 2025 15:28
​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
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