BoA-Merrill’s Ju picks out favourite China plays
Christie Ju is optimistic about Chinese growth but says the high fixed asset growth is not sustainable. She picks up the award for best conglomerates analyst for the second year running in Asiamoney’s Brokers Poll 2009.
When Christie Ju won the award for best conglomerates analyst for the first time last year, her strategy was simple: China was a buy.
One year on, Ju has picked up the award for the second time but things at the office have changed. Merrill Lynch was bought
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