China Construction Machinery: Buy Zoomlion, Sell Sany Heavy

417 Views16 Jan 2020 22:00
Primary reasons for this insight: Although PBoC cut the RRR by 50bps on 6 Jan to ease the liquidity, which is positive to Industrials,  we are...
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Victoria Li
China Specialist, Auto and Industrial Specialist
ChinaConsumer Discretionary & IndustrialsEquity Bottom-UpThematic (Sector/Industry)
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