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Why we like Chinese equities in the face of the global Covid-19 challenge

Reasons: China offers better clarity on containment and recovery trajectory, and it is typically resilient during volatile EM market periods.

GLOBAL capital markets are going through unprecedented times with selling pressure mounting almost everywhere. The dual impact of the Covid-19 halting economies and the oil price's sharp decline roiling credit markets will trigger a year-on-year contraction in global economic growth in H1 2020,...