I am turning cautious on China equities. Growth has been fully priced in and re-rated, and a 'China premium' is re-emerging. -Jerry Lou

 

I am turning cautious on China equities. Growth has been fully priced in and re-rated, and a 'China premium' is re-emerging.


-Jerry Lou
144

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This quote is just one of 3 total Jerry Lou quotes in our collection. Jerry Lou is known for saying 'I am turning cautious on China equities. Growth has been fully priced in and re-rated, and a 'China premium' is re-emerging.' as well as some of the following quotes.

I think things are coming to a pause with Yang stepping down.

Jerry Lou
254

I am turning cautious on China equities. Growth has been fully priced in and re-rated, and a 'China premium' is re-emerging.

Jerry Lou
144
Exports to the U.S. and EU have been a key source of China's GDP growth and that's not a sustainable growth model. The other key concern is whether investment will rebound. If it stays at below 30 percent I'll feel more comfortable. -Jerry Lou
140