Chinese Insurance giant Ping An has struggled above $HH100 and we feel there are better opportunities elsewhere to gain exposure to China, especially in the tech space where we feel they are likely to perform strongly in the years ahead.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Friday 30th May – Dow up +117pts, SPI down -17pts
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Gerrish: The correction is done, we’re positioning for what comes next
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Active Growth Portfolio – Showing Weighted Beta
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MM will consider taking profit a small profit on Ping An around current levels
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Friday 30th May – Dow up +117pts, SPI down -17pts
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Active Growth Portfolio – Showing Weighted Beta
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