China infrastructure sector Loading... : Investor Sentiment and Bull/Bear Views

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11:45
Jan 27
Polka Mishra Partner, Javelin Wealth Management Bloomberg Markets
Overweight China on exports and policy sectors.
Overweight China: although domestic consumption and real estate remain concerns, exports have surprised and China remains a manufacturing powerhouse; she likes Chinese tech, infrastructure and new-economy sectors where the government is focused, and foreign money is returning with more confidence.
HIGH

About China infrastructure sector Investor Commentary

Across the available history and selected sources, Buzzberg tracks China infrastructure sector across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Polka Mishra.