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The Year of The Dragon, according to tradition, is associated with good luck, accomplishment and strength. As investors across the region prepare to celebrate the Lunar New Year and hope for a better year for markets, Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, examines the investment outlook for China in the year ahead.
Following its initial reopening in 2023, sentiment towards China has been volatile, largely driven by challenges in the property sector, but as policymakers continue to respond with the aim of offsetting downside risks and restoring investor confidence, there are still opportunities to be found in the world's second largest economy this Lunar New Year.
Commenting on the current macro backdrop of the...
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