Lombard Odier bets on Chinese tech as markets wait for stimulus that won't come
The private bank says Beijing’s reluctance to launch massive stimulus is actually good news for the country's tech sector. Here is why.
Lombard Odier is positioning for 4.3% Chinese growth in 2026, underpinned by targeted fiscal adjustments. The private bank's strategists view Beijing's conservative stance as a unique opportunity within specific technology segments.
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