China equities foreign inflows resume, bucking large Asia EM trend
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Foreign inflows into China equities resumed in April, suggesting the list of fundamental concerns is well understood
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China contrasts with Taiwan, India and South Korea, the other largest markets in EM, where large outflows persist
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China has space for stimulus and valuation suggests more sensitivity to positive than negative news on tech, debt, Covid
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").
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