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China Stimulus Measures
- The Chinese government is likely to implement more economic stimulus.
- The key question now is whether it will be enough to restore confidence.
Shift to Consumption-Led Stimulus
- The Chinese government is determined to support the economy and has shifted to consumption-led stimulus.
- This approach aims to boost consumer and investment confidence.
Investment Stance on China
- Stephanie Leung maintains a market weight stance on China due to low valuations.
- Sustainable earnings growth is key for a sustained rally.