Playing China's Downturn: Bearish MYR & H-Financials

BMI View: Consensus opinion is slowly starting to move closer towards our downbeat assessment of China's macro and market outlook in H210 and 2011. This convergence will undoubtedly hurt global assets most exposed to the Chinese demand story. From our perspective, the Malaysian ringgit and Hang Seng H-Financials Index stand out as particularly vulnerable going forward.

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