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Mar 02 2010

Thoughts On China Investing: Domestic Consumption Versus Infrastructure Play

  • Mar 2, 2010

Jun Zhu makes a compelling case for focusing China equity exposure on consumer stocks. Increases in bank “Required Reserves” mandated by China government will have greater impact on Infrastructure stocks, while consumerism is still being supported and encouraged.


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About The Author

Jun Zhu / Sr. Research Analyst & Co-Portfolio Manager