What role do the US-China trade talks play in the current market sentiment?
China Internet, Consumer Discretionary, Insurance Stocks Favored, BNP Says

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2.
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What factors are contributing to the cautious outlook for investors mentioned in the text?
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3.
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What changes in earnings estimates have been observed in the Chinese tech sector?
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How has the perception of the Chinese market's attractiveness changed according to the discussion?
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What specific sectors are highlighted as potentially attractive investments?
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