Top of the Morning: Investing in China & EM Equities - Themes, opportunities, risks
UBS On-Air: Market Moves
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China: Macro Headwinds, Structural Shifts, and Equity Risks
Xingchen gives a three-point China macro snapshot—slowing growth and property drag, shifts toward services and AI, and external tensions—then assesses the liquidity-driven rally, attractive valuations, and high conviction in China tech.
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