The document discusses the economic outlook for China in 2014, advising investors to be cautious with Chinese equities due to potential overvaluation and economic uncertainty. It suggests a dual strategy for investors, either avoiding Chinese equities or adopting a contrarian approach. The document also notes potential positive economic implications if Beijing imposes market disciplines on local authorities.
doj/DataSet10/EFTA01451007.pdf
{"title":"GEM Equity Strategy Outlook 2014","document_date":"2013-12-11","document_type":"other","key_locations":["China","Beijing"],"key_organizations":["Deutsche Bank AG"],"reference_numbers":["DB-SDNY-0107102","SDNY_GM_00253286","EFTA01451007"]}