Can Chinese equities bounce back this year?
Investors are divided whether peak pessimism and distressed valuations will reverse the asset class’s underperformance, or if recent trends are set to continue in 2024.
UsenB
January 16, 2024
Chinese equity markets lagged global peers in 2023 and had had a difficult start to 2024. Anticipation for a sustained recovery following the removal of pandemic related restrictions proved short-lived, as pent-up demand was unable to offset property sector worries and softer consumer sentiment.
As the world’s second largest economy, China matters to global growth. The influence is amplified for emerging market EM investors, where Chinese equities account for a third of the major indices. For active fund managers, over or underweighting country allocation as large as China’s directly influences a portfolio’s alpha performance.
China equity experts are generally mixed. Supported by minimal country positioning and...
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