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 big underweight position for GEM investors and avoidance of Chinese equities for non-dedicated investors. The document also outlines a dual strategy for investors, highlighting the risks and potential positive signs in the Chinese market.
doj/DataSet10/EFTA01451039.pdf
{"title":"GEM Equity Strategy Outlook 2014","document_date":"2013-12-11","document_type":"correspondence","key_locations":["China","Beijing"],"key_organizations":["Deutsche Bank AG"],"reference_numbers":["DB-SDNY-0107160","SDNY_GM_00253344","EFTA01451039"]}