Drags on China equities investment case: Covid-zero, property debt, tech regulation, US de-coupling
End of this phase in President Xi's concentration of power may alleviate some of the domestic drags but not US friction
China has underperformed Brazil, India ytd but outperformed Korea, Taiwan: we see opportunity at this valuation
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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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