Lombard Odier Continues to See Green Shoots in Chinese Equities

by swisschambei in Business

Lombard Odier is continuing to bet on Chinese equities, despite the recent souring of global investment sentiment towards the country, saying that it still expects the country to outperform developed markets. “We believe China will outperform in the second half after a period of underperformance, as companies deliver superior earnings growth for the full year relative to their developed market counterparts,” it wrote in its latest investment strategy report for private clients. Its outlook contrasts with the growing trend among asset allocators to abandon their overweight positions towards China having been disappointed by the failure of the reopening rally to sustain itself for as long as had been hoped.

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