China Market Strategy: Cyclical inflection point is confirmed

Categories: General Market Analysis, Financial Analysis

Country or region: China

Summary:
Epic money and credit growth suggests the resolve of China's central bank to reflate the economy. Recent data confirm a cyclical upturn, but cyclicals have not participated in the revival and should soon outperform.  This article qualifies for 0.5 CE credits under the guidelines of the CFA Institute Continuing Education Program. We encourage ......


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