In China, we stress a portfolio focused on domestic stocks and certain market leading consumer stocks in industries where there has been consolidation. Banks are also interesting, with good credit growth, the probability for increased fee income and implementations of cost cutting measures. Valuations may not be cheap but still appear attractive.
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This quote is just one of 6 total Malcolm Wood quotes in our collection. Malcolm Wood is known for saying 'In China, we stress a portfolio focused on domestic stocks and certain market leading consumer stocks in industries where there has been consolidation. Banks are also interesting, with good credit growth, the probability for increased fee income and implementations of cost cutting measures. Valuations may not be cheap but still appear attractive.' as well as some of the following quotes.
From time to time, you may have indigestion in the market. It's that sort of a curse. Analyze the businesses that are coming and make your decisions on that basis. Just don't buy them because they are coming.
In China, we stress a portfolio focused on domestic stocks and certain market leading consumer stocks in industries where there has been consolidation. Banks are also interesting, with good credit growth, the probability for increased fee income and implementations of cost cutting measures. Valuations may not be cheap but still appear attractive.
This quote is just one of 6 total Malcolm Wood quotes in our collection. Malcolm Wood is known for saying 'In China, we stress a portfolio focused on domestic stocks and certain market leading consumer stocks in industries where there has been consolidation. Banks are also interesting, with good credit growth, the probability for increased fee income and implementations of cost cutting measures. Valuations may not be cheap but still appear attractive.' as well as some of the following quotes.