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[Blue Lotus Sector Update]: 2024 High Conviction Idea: Two Scenarios Towards Year End

Blue has highlighted this Insight as a Top Pick
383 Views05 Dec 2023 17:12
​China growth equity faces geopolitical uncertainty in C3Q24 due to the US election, but a relief rally is expected in C1Q24. Blue Lotus prepared high-beta and low-risk recommendations for 2024
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Blue Lotus Research Institute
China growth and global non-US Internet equities
Hong KongInformation Technology & Consumer DiscretionaryEquity Bottom-UpThematic (Sector/Industry)
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  • [Blue Lotus Sector Update]: 2024 High Conviction Idea: Two Scenarios Towards Year End
    05 Dec 2023
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