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China/Hong Kong Market Pulse: Decoding Expectations about the Two Sessions
The Two Sessions this week mark a critical juncture for China's economic landscape. Premier Li Qiang's report and President Xi's address unveil strategies shaping 2024. Investors grapple with the nuances of economic policies, market interventions, and long-term directions. Balancing short-term turbulence with a strategic industry focus is crucial. As equity markets respond to government measures, debates over the sustainability of the recent rally arise. Amid economic challenges, the article underscores the need for investor agility, awaiting signals from both the Two Sessions and the impending Third Plenary Session. ... (full story)