【摘 要】
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Several significant shifts are reorient-ing the Chinese economy to a more sustain-able pattern, albeit with bumps likely alongthe road ahead. Whether the govern
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Several significant shifts are reorient-ing the Chinese economy to a more sustain-able pattern, albeit with bumps likely alongthe road ahead. Whether the government canresist intervening if growth slips ahead ofits targets remains to be seen. However, amore sustainable, strong macro-environ-ment and structural upgrades in corporateChina mean a permanent upward reratingfor China equities. This will in conert withconsolidation in most sectors, as weakercompanies are weeded out.
Several significant shifts are reorient-ing the Chinese economy to a more sustain-able pattern, albeit with bumps may along the road ahead. Or the amore sustainable, strong macro- environ-ment and structural upgrades in corporateChina mean a permanent upward reratingfor China equities. This will in conert withconsolidation in most sectors, as weakercompanies are weeded out.
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