China is an oasis of clarity with upside for stocks
China equities are expected to outperform, thanks to a confluence of the policy environment and economic cycle
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AS GLOBAL risk assets continue to struggle with uncertainty and falling risk appetite, one key determinant of the attractiveness of any market is the level of confidence as to where an economy is headed, and the respective policy environment.
This is where China equities may be underappreciated – the confluence of the policy environment and the economic cycle provides a rare instance of clarity in this moment of acute uncertainty in developed markets.
This underpins our expectation that China equities will outperform global equities in the coming months.
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