The promise of more policy stimulus, under-representation in investor portfolios and potential earnings upgrades are piquing investors' interest in Chinese markets despite a weaker-than-expected recovery after the country's re-opening from COVID-19.Chinese equities have lagged markets in the U.S., Japan a
The promise of more policy stimulus, under-representation in investor portfolios and potential earnings upgrades are piquing investors' interest in Chinese markets despite a weaker-than-expected recovery after the country's re-opening from COVID-19.
Since stocks are still cheap relative to history and peers, a re-rating is unsurprising, Yao told the Reuters Global Markets Forum . Chinese authorities know it is time to act and have ample room for monetary and fiscal package stimulus, said Charles-Henry Monchau, CIO of Syz Group, which manages $25 billion in assets.
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