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Value Partners Multi-Asset Insights – Kelly Chung, Chief Investment Officer
LONDON (Capital Markets in Africa)- In China, company earnings are bottoming, and macro data are gradually improving. Separately, the country’s Two Sessions revealed economic targets that are largely in line with market expectations. Market sentiment has bottomed with a gradual U-shape recovery. Meanwhile, the strong demand for related artificial intelligence (AI) and the recovery of non-AI tech continues to be a theme in Asia, especially for the tech-heavy markets of Korea and Taiwan. China/Hong Kong…
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