Subscribers

China 'in early stage of a bull market'

But investors should be prepared for a choppy ride while watching for progress on economic reform and policy easing, says Nikko AM.

Genevieve Cua

Published Sat, Jun 13, 2015 · 5:50 am
WORD OF CAUTION: Returns on equities out of China in the next 12 months are not going to be as much as the last 12 months, and there may be setbacks of 10 or 20 per cent along the way, says Mr Sartori.
WORD OF CAUTION: Returns on equities out of China in the next 12 months are not going to be as much as the last 12 months, and there may be setbacks of 10 or 20 per cent along the way, says Mr Sartori (above).

China

CHINA is in the early stage of a longer-term bull market, thanks to ongoing economic reforms and the liquidity boost from monetary policy easing, says Peter Sartori, head of Nikko Asset Management Asia ex-Japan equities.

Investors who remain on the sidelines will likely have to decide on how to position themselves in Chinese equities, as inclusion in major global indices is a matter of time, he adds.

...

BT is now on Telegram!

For daily updates on weekdays and specially selected content for the weekend. Subscribe to t.me/BizTimes

Wealth & Investing

Australia’s First Sentier shuts A$14b of funds after growth disappoints

Investors in US stocks set to demand more dividends

Paradox of high interest rates and a resilient economy

At 5% yields, investors find it’s worth paying for actively managed bond funds again

A more reliable way to get enough investment returns

Inflation, interest rates and oil prices have jolted the markets

Breaking News

Most Popular

Purchase this article