Strategy Report
Housing Tightening: Now And 2010
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.
BCAリサーチ | China Investment Strategy
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