China equities demand new playbook amid shifting dynamics
As the property sector wanes, a bottom-up and selective strategy is crucial for alpha generation. Investors may also need to abandon expectations of a broad-based rescue plan.
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For institutional investors still watching China’s equity market, asset managers say it’s time to adopt a new playbook with active stock-picking, and more importantly, rely less on the property market as an indicator of consumer sentiment in the current climate.
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