Asset Management /
Wealth Management
China investing tug of war
As one firm changes its investing outlook from neutral to overweight, another firm switches from overweight to neutral. Such is the complexity of investing in China that will be examined at the 17th Asia Bond Markets Summit, China edition, on May 17th
Daniel Yu
11 May 2022
On the one hand, it is a market that is simply too big to ignore. As J.P. Morgan’s view on Chinese assets argues, the biggest risk for investors would be to ignore them. But at the same time, the severe Covid restrictions, a regulatory clampdown that started 18 months ago, and a raging war in Europe have dampened foreign investors’ appetite for Chinese equities and bonds, at least in the short term.
