Have no idea with opportunities? UBS & Neuberger Berman: Just get into China

Besides, Neuberger Berman sees opportunities next year for companies that were pressured this year by policy, market sentiment or fundamentals.

For the following reasons:

1) Valuations have become quite attractive after the overreaction.

2) As growth slows, policy may change. Supporting policies that continue to be introduced will be constantly revised.

3) Even with the negative impact of this year, quality companies in these sectors are adjusting and growing;

When all of these things change, the fundamentals of manufacturing, consumption, health care could all reverse and there will be opportunities for investment in the next few years.

$TENCENT(00700.HK)$ $Tencent(TCEHY.US)$ $Alibaba(BABA.US)$ $BABA-SW(09988.HK)$ $NIO Inc(NIO.US)$ $MEITUAN-W(03690.HK)$ $Meituan ADR(MPNGY.US)$ $PDD Holdings(PDD.US)$ $JD.com(JD.US)$ $CHINA VANKE(02202.HK)$ $WUXI APPTEC(02359.HK)$ $WUXI BIO(02269.HK)$ $HEARTCARE-B(06609.HK)$ $KUAISHOU-W(01024.HK)$ $Hang Seng TECH Index(800700.HK)$