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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina fundamentals need to improve after sentiment-driven rally: Portfolio ManagerGeorge Efstathopoulos of Fidelity International says China policy support is a three-act structure, but a "standing ovation" if market fundamentals improve.
Persons: George Efstathopoulos Organizations: China, Fidelity International Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGreek equities still trading at a discount to the rest of Europe: FidelityGeorge Efstathopoulos of Fidelity International explains why he is positive on Greek equities.
Persons: Fidelity George Efstathopoulos Organizations: Fidelity, Fidelity International Locations: Europe
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFidelity explains why it's still allocating to China when market sentiment is gloomyGeorge Efstathopoulos of Fidelity says "whenever there's gloominess, usually there are opportunities" and "valuations have been at very, very, very low levels at a time when policymakers are making a pivot."
Persons: it's, George Efstathopoulos, there's Organizations: Fidelity Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's 'huge consolidation' in China's property market, says portfolio managerGeorge Efstathopoulos of Fidelity International says China's state-owned enterprises in property are "meaningfully" taking market share from private-owned ones.
In this article BABA Follow your favorite stocks CREATE FREE ACCOUNTwatch nowBeijing's regulatory crackdown on the Chinese tech sector began in late 2020, wiping off more than a combined $1 trillion from the country's biggest companies. There are now signs that the central government is softening its stance towards internet titans like Alibaba , in a move that could prove positive for Chinese tech stocks. Jean Chung | Bloomberg | Getty ImagesIn addition to warming to the domestic tech sector, China is also courting foreign business. To achieve that, it will need the help of private businesses — including the tech sector. Is China tech out of the woods yet?
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRecession risk: Asia is in a different cycle from the West, portfolio manager saysGeorge Efstathopoulos of Fidelity International says "Asia is in a bit of a different place, just because China has opened up."
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