In today’s briefing:
- 2025 High Conviction Idea: The Case for a Rotation Out of India into HK/China Part 2
2025 High Conviction Idea: The Case for a Rotation Out of India into HK/China Part 2
- Risk reward favours this shift in allocation between these markets
- Weakness in HK/China markets in Q1 as President Trump takes office will provide an opportunity
- China continues to incrementally promote consumption as the new lever of growth
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