bullish

China Stimulus: Benefiting China Infrastructure Construction Sector

Osbert has highlighted this Insight as a Top Pick
466 Views19 Jun 2023 08:00
We anticipate a new round of government stimulus measures and believe CCCC is the most benefited given its diversified segment coverage, highest overseas exposure, and best forward pipeline.
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Rising
Osbert Tang, CFA
HK/China Equity Long-Short
Hong Kong & ChinaIndustrials & UtilitiesEquity Bottom-UpThematic (Sector/Industry)
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