COMMENTARY ·
Subscribers

Investors, juggling greed and fear, creep back into ‘uninvestable’ China markets

4 -min read
Listen to this article

AS valuations of Hong Kong and Chinese stocks hit historic lows, there are signs that investors are ready to make a comeback and jump back in for a manic ride on fears of missing out on new growth themes.

Speculation over China's relaxation of its zero-Covid policy - which would be key in order to spur growth - has dominated much of trading, even before the Chinese Communist Party (CCP) congress last month. By the first week of November, it reached a feverish pitch as Hong Kong hosted top global bankers at a major finance summit and delighted rugby fans with the return of the Sevens tournament last week. 

Investors poured trillions of dollars into sectors that will benefit from China's reopening...

KEYWORDS IN THIS ARTICLE

READ MORE

BT is now on Telegram!

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

Purchase this article