Luca Castoldo, senior portfolio manager at Reyl Intesa Sanpaolo Singapore, says that Chinese consumer stocks look “quite cheap” and adds that it is a matter of finding the right time to increase exposure to those names.
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Luca Castoldo, senior portfolio manager at Reyl Intesa Sanpaolo Singapore, says that Chinese consumer stocks look “quite cheap” and adds that it is a matter of finding the right time to increase exposure to those names.
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