LIVE MARKETS-The Year of the Snake
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THE YEAR OF THE SNAKE
Wednesday marks the start of the new year in China, ushering in the Year of Snake, so let's take a look at what the coming year might hold for Chinese equity markets after last year's stimulus measures and the re-election of Donald Trump.
According to Wenchang Ma, China equites portfolio manager at Ninety One, Chinese companies are better prepared for possible trade disruptions from the Trump administration this time around than they were in 2016.
"Even before Trump's re-election, Chinese firms began establishing production bases closer to end markets, e.g., South America and Southeast Asia, providing a buffer against potential new tariffs or trade frictions," says Ma.
In the equity space, Ma says their focus is on companies with strong earnings power and positive momentum, spanning both onshore and offshore segments of the Chinese market.
"We continue to find a variety of stocks with idiosyncratic investment drivers," Ma says.
"For example, high-quality, high-growth opportunities in sectors like technology and healthcare, along with value in stocks offering strong cash returns, particularly in raw materials and financials," Ma adds.
(Samuel Indyk)
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TUESDAY'S OTHER LIVE MARKETS POSTS:
CAPITAL GOODS: INVESTORS ON ALERT OVER CHINESE COMPETITION CLICK HERE
THREE CATALYSTS TO SUPPORT EUROPE'S RE-RATING CLICK HERE
STOXX 600 RISES AS INVESTORS EVALUATE DEEPSEEK IMPACT CLICK HERE
EUROPE BEFORE THE BELL: FUTURES MOSTLY HIGHER AFTER DEEPSEEK WOBBLE CLICK HERE
US EXCEPTIONALISM HAS A FLIPSIDE CLICK HERE
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