Long China/short copper Goldman idea #4 for 2014

|By:, SA News Editor

Very little "China upside" has been priced in, says Goldman analyst Noah Weisberger, noting Asian-focused funds are "significantly underweight" China. His team is forecasting a big 19% gain in Chinese equities traded in Hong Kong next year.

Goldman is pairing its long-China call with a short on copper (JJC) due to "abundant supply and a lack of accelerating demand."

The long/short idea is #4 in Goldman's list of top trade ideas for 2014. Previous ideas are here.

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