Goldman Sachs calls the China story today one of "rebalancing," and has picked 40 buy-rated stocks to play the theme.
They predict certain consumer names, artificial intelligence companies and rising global players will be among the Chinese stocks that can do well.
December data and fourth-quarter GDP due out late Tuesday New York time may give more clues on China's economic trajectory — and whether policymakers need to act.
For China's economic outlook, comparisons to Japan may ultimately be more academic as the debate has become more about the extent to which national security has replaced economic growth as the priority.
"Very often I'm asked the question, will China ignore development as it talks more about security?"
Persons:
Goldman Sachs, Japan's, Kinger Lau, Morgan, Robin Xing, Goldman, Lau, Li Qiang, Liu, SICC, Arthur Kroeber, Dragonomics, Liu Jianchao, Michael Bloom
Organizations:
Beijing, China Equity, China New Economy Summit, China, New, Invesco, Central Commission, Financial, Economic Affairs, Laboratories, U.S . Food, Drug Administration, U.S, StarPower Semiconductor, Wire China, Communist Party's, Foreign
Locations:
China, Japan, Hong Kong, Beijing, New York, Davos, Shanghai, U.S, Shenzhen, Europe