"We advise investors to stay vigilant, start defensive (high yield value) in early 2025, and add quality beta on major corrections and/or strong stimulus. If credit growth accelerates notably in 1Q25, China market could potentially see a more sustained rally in 2H25, in anticipation of the fundamental recovery in 2026."
A key signpost they're looking for is for credit growth to rise by 1 percentage point to 9%.
In terms of sectors, they like media and online retail (BABA) along with autos, IT hardware and semis.
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