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Vivian Lin Thurston's China-focused equity fund is down more than 15 per cent this year, while the broader market is barely treading water. She is convinced a stimulus-fuelled turnaround is just around the corner. "The market will rally," the money manager at Chicago-based William Blair Investment Management said in an interview. "When that stimulus comes through and starts to trickle down to the real economy, the macro data will show and the equity market [re-rating] will follow." Investors sho

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