Given the crash in the Chinese A-shares markets in recent weeks, Nomura investors have been asking what stocks they should buy during this period of weakness in China. In a new report, analyst Wendy Liu discusses three China-listed stocks that Nomura believes investors should be buying on the dip.
Sectors
Although the China pullback has certainly created its fair share of buying opportunities, Liu believes that stock selection remains critical. For example, Nomura’s Macau gaming analysts maintain their bearish outlook. However, Nomura is calling for “in-line to better” near-term results versus consensus for tech, Internet, property and logistics stocks.
Outlook
Nomura’s long-term outlook for China is…
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