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CIO Insight – Underweight China is “too aggressive”: LGT’s Stefan Hofer

While some investors now deem China uninvestable, Swiss pure-play LGT believes that to underweight this market would be too aggressive. Chinese equities – both H- and A-shares – are seeing their worst start to a new year in a decade. Despite a slight gain this week, the current market consensus is poor. Hong Kong’s Hang Seng Index has lost close…

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