NDR Chief Economist Alejandra Grindal notes China's 3 Ds (demographics, deglobalization, debt) makes stimulus less impactful. Still, 9 of 16 indicators on our China Rally Watch report are bullish. We downgraded CSI China Internet ETF (KWEB) in January, but record breadth has it back on our radar. Stimulus won't solve the 3 D's, but a shorter-term "don't fight the PBOC" trade may still work.
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