- We have taken a cautious stance to the market this year mainly due to the government's tough approach to broader regulation and to debt deleveraging as well as because of the US/China trade dispute.
- However, recent policy statements suggest there has been significant change in the Chinese government's attitude making a compromise on US/China trade issues more possible in the future.
- We believe that new policy support will positively impact investor sentiment going into 2019.
- As such, we are more positive on the outlook for Chinese equities. We expect to put more cash to work because we believe that current valuation levels in China's equity markets are attractive.
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