Admitting you are a bull on China takes bravery. You’ll face a barrage of questions about the country’s draconian capital controls
and unsustainable leverage. Then there’s the misdirected investment by Beijing and the resulting overcapacity the economy must absorb.
However, an increasing number of analysts are publicly confessing their bullishness. “Why we are bullish on China” is how Morgan Stanley bluntly titled a report published last month. This week, Goldman Sachs’ Asia equity team upgraded China to “overweight”.
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