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    1. Guide to China

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    Guide to China 1Q 2023

    Have Chinese markets finally turned a corner?

    After more than two brutal years, Chinese equities are up 54% since their October lows, while the Chinese Yuan is stronger by 7%. Chinese policymakers' more pragmatic turn at the end of 2022 has contributed to a turn in sentiment, flows and performance. Several changes occurred late last year that investors should not ignore: additional support to the real estate sector, easing off of new regulations of the technology sector, better tone with the rest of the world—and crucially, a rapid end to “Zero COVID policy". Investors should consider the following key questions as they re-assess their exposure to China in the year ahead and beyond:​

    • What are the economic and investment implications of China's reopening?

    • How much of a rebound can occur in housing?

    • How should investors think about the recent turn in regulation and in foreign policy tone?
    • After the expectation for consumption recovery is priced in, what should investors focus on?

     

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