Portfolio Manager Brian Freiwald, CFA, explains that a shift in policies make some of China's domestic-oriented stocks more attractive.

Putnam Perspectives

China's deglobalization creates new opportunities

The only sure thing in today's global financial markets is change. There's always a new risk on the horizon — and a new opportunity for investors who know where to look. Putnam Investments's portfolio managers and analysts offer their experienced insights on the events making news and moving markets.

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Putnam Perspectives