Strategy Report

Housing Tightening: Now And 2010

13 Oct 2016

Keeping home price gains in check has once again become a top priority for the Chinese authorities, which casts fresh uncertainty on both China's macro policy and growth outlook. Tactically downgrade H shares and expect near term volatility to rise. Strategically, we continue to expect Chinese equities to be positively re-rated against their global peers.

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BCA Research | China Investment Strategy

Evaluates both the cyclical trends and structural developments of China's economy, offering investment recommendations for China and the Greater China Region.