China government may increase its interest rate again if the economy is over-heated. The market will adjust according and I think 10% adjustment will be a comfortable level for post financial crisis. Therefore, whenever any adjustment take place, remember to seek opportunity to enter the market.
For mid-to-long term investors, defensive and high dividend yield counters will be able to cushion any downward adjustment.
Recommended sectors:
1. Banking
2. Infrastruture
3. Consumer Product
4. Commodity
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