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Long China equities – 21% Fund managers overweight

China has become the equity market of choice for Fund Managers following its more than 40% pullback since 2021 – an easy stance to comprehend as China strives to reignite its economic growth engine following its futile COVID-zero policy.

  • We believe the CSI Index still looks good and another 10% upside is likely.
  • Chinese equities have a strong correlation to Australian resource stocks such as Fortescue Metals (FMG) illustrated below.
FMG
MM believes FMG will test its all-time highs in 2023
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Shanghai Shenzhen CSI 300 Index v Fortescue Metals (FMG)
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