JPMorgan-China Equity Flow Monitor August 27, 2024-110029313
Operational challenges remain; but China regulatory risk to sentiment likely settled
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China Technology - 4Q22 global smartphone shipment down 18% YoY; Continue to prefer non-smartphone plays
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China Consumer Sector – A strong comeback in 5-1 golden week
China Property Sector: NBS Nov data in line, expect new policy in BJ/SH to boost secondary market in Dec
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China Economy – China braces for mild reflation with credit