A-Share Market Color: Market focusing on stocks with cheap valuations and high earnings visibility    One of the mutual fund managers with a bullish view believes that the market will now focus on sectors with cheap valuations and high earnings visibility, and thinks it is a suitable strategy to select stocks from sectors with strong business conditions; they like baijiu, consumer electronics and manufacturing leaders. Another bullish fund manager prefers healthcare, consumer, insurance and import substitution. A PE fund manager with a neutral market view sees President Trump’s visit to China and the upcoming Singles’ day online shopping spree as positives.

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