bullish
China A-Share Strategy: Strong Fundamental Recovery and Decelerated Liquidity Growth
274 Views26 Nov 2020 02:58
We expect China A-share companies' fundamental will be improved sequentially in 4Q20 and 1Q21, but the growth of liquidity will gradually decelerate.
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 3-minute read)
Discussions
(Paid Plans Only)
Roger Xie
China and US Equity Analyst
- Digital Currency: Still Remember Facebook Libra/Diem ?30 Dec 2020
- China A-Share Strategy: Leading the Race for Digital Currency17 Dec 2020
- Poverty/ Debt/ Xi Jinping/ Hong Kong/ Space27 Nov 2020
- China A-Share Strategy: Deregulation in QFII/RQFII Scheme to Boost up Foreign Fund Inflow13 Oct 2020
- China A-Share Strategy: R/QFII Quota Removal to Offer More Attractive Channel to Invest In China17 May 2020
x