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China Dividend Stocks Reach 11-Year High at Expense of Weak Tech

Source: Bloomberg

Investor Sentiment & PositioningMarket Technicals & FlowsCorporate Earnings

Chinese dividend stocks are described as being in their best shape since 2015, supported by a rotation into more defensive dividend-oriented equities as technology-share volatility rises. The shift suggests relative outperformance for yield/defensive positions rather than improving fundamentals across the whole market.

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