Coronavirus has slowed in China, and there's a growing appetite among fund managers to start buying there again.
, and there appears to be a growing appetite among fund managers to start buying Chinese assets again.
"April macro data will clearly have a better tone for China," he said, "while beginning a plunge in the West of unknown duration." "An estimated 40% of MSCI China's stocks are technology-related," he said in an email interview, referring to an index that tracks stocks trading in Shanghai and Shenzhen. "These sectors are far less vulnerable to the economic slowdown as a result of the COVID-19 pandemic. We expect the virus to have long term implications in areas including US-China trade, global supply chains, digital infrastructure, and offline to online migration.
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