Global investors confident in Chas growth

作者:admin 来源:未知 更新日期:2021-04-26 浏览次数:

   ChineseequitieshavebecomeevenmoreattractivetoglobalinvestorsasthenationsrobusteconomicrecoverybackedbyastrongdomesticmarketprovidesastableandpredictableenvironmentamidCOVID-19-relatedglobaluncertainties,,theworldsbiggestassetmanager,with$,isfavoringChineseequitiesthatbenefitfromacceleratingdomesticconsumptionandotherlong-termtrends,whilehavingaddedinvestmentinsomeupstreamsectorslikeenergysincethefourthquarteroflastyear,saidLucyLiu,nChinasdomesticdemandwillshieldthecountryseconomyfromrisingglobaluncertaintiessurroundingCOVID-19,"Idon,Ithinkitwillgoupinlightofsuchuncertainties,"saidNicholasChui,nd,butthevirushascontinuedto,Chinaseconomicrecoverywillremain"sustainableandpredictable"andsupportBlackRockspositiveviewwithregardtoChineseequitiesthisyear,fitfromacceleratingdomesticconsumption,thedual-circulationparadigmthatstrengthensthedomesticsupplychainandthecountry,,,ascateringsectorrevenuepostedpositivegrowthcomparedwiththesameperiodin2019,thefirsttimesincetheCOVID-19outbreak,,JPMorganschiefChinaeconomist,saidretailsalesrecovered"remarkably"lastmonthandshouldcontinuetoimprovethankstothecombinationofimprovinghouseholdincomes,,thesestrongereconomicprospectshavebeenaccompaniedbyadegreeofmonetarypolicyuncertaintywhichmaycontinuetocausemarketvolatility,USFederalReservetoincreaseinterestratesearlierthanexpected,,investorsarenervousaboutanypotentialaccelerationinpolicynormalizationbythenationscentralbank,rawal,ChinasA-sharemarkethasbeenwobblingforoveramonth,,,butstructuralopportunitiesinsectorslikeconsumptionandupstreamindustrialsabound,especiallyastherecentmarketcorrectionhasmadevaluationsmorereasonable,assetmanagerssaid."Investmentopportunitiesinqualitycompaniesdeserveattentionastheirvaluationhaspulledback,"saidLyndaZhou,chiefinvestmentofficerforequitiesinChinaatFidelityInternational,,investorsshouldfocusoncapitalizingcompany-specificopportunitiesprovidedbysustainableandstrongcorporateearnings,,anassetallocationanalystatCITICSecurities,saidupsidepotentialintheA-sharemarketthisyearwillmainlycomefromstructuralopportunities,orinplycannotswiftlycatchupwithdemand,suchasferrousandnonferrousmetals,companiesthatarethebiggestbeneficiariesoftheglobalrecovery,andmanufacturerswhoseprofitabilitywillimproveastheriseincommoditypricestapers,Yusaid.。

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