Stocks to pick amid China slowdown
BNP Paribas favours consumer-linked sectors and those that will benefit from the country's rebalancing story
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Singapore
CHINA'S rebalancing story is churning out policy beneficiaries while healthy growth in household disposable incomes is keeping consumer-oriented sectors relatively robust.
And with its domestically listed stocks trading closer to the lower end of the valuation range, these factors are reasons enough to maintain an "overweight" view on China, according to BNP Paribas managing director and Asian equity strategist Manishi Raychaudhuri.
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