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Stocks to pick amid China slowdown

BNP Paribas favours consumer-linked sectors and those that will benefit from the country's rebalancing story

BNP Paribas is not hugely optimistic that China's new baby policy will lead to a significant increase in births. But China officials are expecting three million more babies each year.


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,...

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