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