COMPAMIR
High-Purity Fact Pipeline
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High-Purity Fact Pipeline
Janice Hu (UBS), Qi Sheng (Orient Securities)
China
June 5, 2026
"UBS and Orient Securities report a shift in investor focus from whether to invest in China to how to allocate capital. Long-term capital is expected to favor Chinese assets due to rising global growth risks and pressure on US dollar assets."