Equity
China Equity

Chinese Equity Market Cheap Or Risky

Published on
August 5, 2022
Contributors
RFPnetworks favicon
RFPnetworks editorial
Engagement & analytics
Subscribe

Trends newsletter

Get our insights on what asset manager selectors are reading. Delivered weekly.
Request successful. You will receive confirmation shortly.
Oops! Something went wrong while submitting. Try again.

China is rarely off the radar of Institutional Investors, but more recently for reasons that dissuaded new allocations: The regulatory crack-down on tech companies; a zero-covid policy that led to entire cities being shutdown, stiffling growth and supply chain fluidity; and volatile geopolitical tensions in the region. But there seems to be a renewed spark in interest as can be seen in the MSCI China Index, which increased around 20% between May and July.

Based on clicks and search queries on China, Institutional Investors seem to be focused on three things: Firstly, Chinese Government officials sentiment on economic growth; Secondly, how that growth is now being stimulated; And thirdly, how will that growth impact the global economy. Whilst US-China geopolitical risks seem to be on the increase, from an economic perspective, there are signs that Chinese Equity valuations may be on the rise once again.

Or put differently, can you avoid not to take a second look.

Related Investment Trends

China Equity

Follow the asset managers and topics that are trending with manager selectors.
RFPnetworks Chinese Onshore Equities research depicted by orange dots overlayed on black horizontal bars

Chinese Onshore Equities As Diversifier

Chinese Onshore Equities are probably one of the most under-appreciated diversifiers for adding uncorrelated returns to investors current portfolio.
Read post
RFPnetworks Chinese Onshore Equities research depicted by orange dots overlayed on black horizontal bars

Chinese Onshore Equities As Diversifier

Chinese Onshore Equities are probably one of the most under-appreciated diversifiers for adding uncorrelated returns to investors current portfolio.
Read paper
China Equity outlook 2023 on RFPnetworks depicted by afterparty mess being swept up from the floor

China (Afterparty) Equity Outlook 2023

Since China's 20th Communist Party Congress, a lot has happened and a lot is going to happen. How this all plays out is changing by the day.
Read post
China Equity outlook 2023 on RFPnetworks depicted by afterparty mess being swept up from the floor

China (Afterparty) Equity Outlook 2023

Since China's 20th Communist Party Congress, a lot has happened and a lot is going to happen. How this all plays out is changing by the day.
Read paper
20th communist party congress investment implications on RFPnetworks depicted by eyes of President Xi Jinping - source Wikipedia

20th Communist Party Congress Impact

With China’s 20th Communist Party Congress over, President Xi Jinping secured his third term. How will this impact on Chinese Stock markets?
Read post
20th communist party congress investment implications on RFPnetworks depicted by eyes of President Xi Jinping - source Wikipedia

20th Communist Party Congress Impact

With China’s 20th Communist Party Congress over, President Xi Jinping secured his third term. How will this impact on Chinese Stock markets?
Read paper
China Equity Research on RFPnetworks depicted by poker game at casino table

Chinese Equity Market Cheap Or Risky

The Chinese Equity market may be cheap and too risky, but it is difficult to ignore. Especially now as markets show some early returns to growth.
Read post
China Equity Research on RFPnetworks depicted by poker game at casino table

Chinese Equity Market Cheap Or Risky

The Chinese Equity market may be cheap and too risky, but it is difficult to ignore. Especially now as markets show some early returns to growth.
Read paper
AGF on Chinese Equities on RFPnetworks

Better Times Ahead For China’s Stock Market

China stocks are slumping on news of rising COVID-19 cases in the world’s most populous country but that doesn’t negate their strong rebound in recent...
Read post
AGF on Chinese Equities on RFPnetworks
AGF

Better Times Ahead For China’s Stock Market

China stocks are slumping on news of rising COVID-19 cases in the world’s most populous country but that doesn’t negate their strong rebound in recent...
Read paper

Are you an asset manager selector?

Access 35k+ professional investment research white papers