Pockets in China Can Still Yield Alpha: Raychaudhuri

The video discusses the current state of China's market, highlighting existing tailwinds and potential policy stimulus. It emphasizes the attractiveness of certain sectors, particularly state-owned enterprises, due to high dividend yields. Despite low market valuations, the lack of growth catalysts makes the market less appealing for bullish investments. The recommended strategy is to focus on selective investments that can yield alpha through quality and policy beneficiaries.

What factors are mentioned as not yet visible that could influence earnings expectations in China?

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What strategy is suggested for investors looking to navigate the Chinese market?

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