In NN IP's view

Technological Advances Will Determine Success of China’s New Five-Year Plan

Date:

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Author: IreneValiente

  1. China’s technological advance and its priority to expand consumption will be crucial for growth
  2. China is opening its equity and bond markets to foreign investors to reduce dependence on domestic bank funding and make capital allocation more efficient
  3. NN IP recommends a strategic overweight in A-shares alongside a neutral allocation to Chinese equities overall