Investors are turning increasingly bullish on Chinese markets, just as they take a more bearish view of the country’s economy.
Why? Fund managers are banking on stimulus from Beijing and have piled into financials, railways, and cement stocks to play that theme.
The latest data set did little to calm nerves about the economy. A factory survey conducted by Markit showed activity at an eight-month low in March, while official figures showed a stabilisation rather than a rebound in the sector.
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