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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2023 Edition

The Insight by Oaktree Capital

CHAPTER

Investing in Energy and Infrastructure Projects and the Favorable Risk-Reward Profile in Chinese Equity Markets

This chapter explores the potential for attractive investments in energy and infrastructure-related projects with strong fundamentals and growth outlooks, highlighting their independence from government spending and their potential for upside in Chinese equity markets.

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