Is China’s stock turnaround for real?

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Weekly Commentary

• We are positive on China’s stock market, even after this year’s rally, but favor a selective approach amid growth and trade risks.
• Global stocks edged higher last week, while oil prices rose. Meeting minutes confirmed the Fed’s willingness to be patient on rates.
• Ongoing U.S.-China trade negotiations could move markets this week, after news an increase of U.S. tariffs on Chinese goods will be delayed