SHSE:601390Construction
China Infrastructure Stocks Investors May Watch As Domestic Demand Weakens
China’s inflation surprise in July has flipped the script on which stocks feel the tailwind of policy support and which feel the chill of weak consumer demand. For investors, that split can create missed chances or painful stock picks. This article walks through three stocks tied to this story: two that may benefit from infrastructure and high-tech momentum and one that could struggle under softer domestic demand.
Dongfang Electric (SEHK:1072)
Overview: Dongfang Electric is a Chengdu based...