Singapore Stock Market News
Chinese equities in 2015 - Exercise caution
StockFanatic
Publish date: Fri, 12 Dec 2014, 02:19 PM
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■ A-shares to take a breather in 1H, with some speed bumps ahead, such as IPO reform, insider selling and US Fed policy
■ Prefer H-shares to A-shares on valuation. Southbound flow of Shanghai-Hong Kong Stock Connect to pick up in 2015
■ Position defensively and rotate to 'new economy' stocks in 1Q15. The SOE and rural land reform are major themes
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