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CIO Insight – Amid China rout, look to ‘boring’ names and value strategies

Mainland China’s stock market has seen significant outflows over the past month, dragged down by the ongoing property defaults and muted post-Covid recovery. Even so, value strategies and traditional sectors still look interesting to John Lin, CIO for China equities at AllianceBernstein. “For A-shares sectors, we like consumption, such as sportswear, industrials and green energy,” Lin told Asian Private Banker,…

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