ab 8 April 2026 Global Research China Equity Strategy Four strategies for market re-risking Strategy #1: Valuation recovery of sectors suffering the largest pullbacks In "A replay of April 2025 or a new cycle into stagflation?" (24 March 2026), we noted that A-share de-risking may be nearing an end in the short term, and that overall market valuation may recover in the medium term. Amid moderating Middle East geopolitical risks and market re-risking in the short run, we think sectors that have corrected sha ...