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China: Weathering the Storm

Date: December 6, 2021
Presenter: Zerlina Zeng, Luther Chai, Pramod Shenoi, Joel Liauw, Yin Chin Cheong & Sandra Chow
China: Weathering the Storm


A fragile property sector, acute power shortages, a COVID-19 resurgence and rising inflation: are these the conditions for a perfect storm? We discuss how investors in China should position given these risks.


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