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Communiqués de presse
THE YEAR OF THE RABBIT: CHINA POISED FOR A REBOUND
18/01/2023
“For Chinese equity, 2022 was the second tough year in a row due to China’s stringent zero-Covid strategy and regulatory crackdown on businesses as well as an escalation of geopolitical tensions. The end of the year saw a vast change as the Chinese government lifted most of their Covid controls, industrial policies turned more business-friendly and progress was made to control geopolitical tensions. Meanwhile, their inflation rate is expected to stay moderate, allowing macroeconomic policies to remain loose.”
“In our view, the outlook for 2023 should be one of growth reacceleration and investor sentiment recovery. The P/E valuation for Chinese equity remains cheap by historical standards. As a result, we believe that China equity is poised for strong performance in the Year of the Rabbit.”
