수석 자산 관리 수석 글로벌 전략가 시마 샤는 미국 선거와 초당적인 반중 정책 수사가 “이미 밸류에이션이 매우 저렴하다”면서도 중국 증시에 부담을 줄 가능성이 높다고 말합니다 지난 몇 주 동안 글로벌 기업들이 중국 주식 시장에 대한 기대치를 하향 조정했으며, 가장 최근에는 전 중국 강세장인 UBS 웰스 매니지먼트와 노무라의 비슷한 움직임에 이어 JP모건도 중국 주식 시장에 대한 기대치를 하향 조정했습니다. 넥스트 차이나 뉴스레터에 가입하여 베이징에서 주간 배송을 받아보세요. https://bloom.bg/4aBkHtz
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Principal Asset Management Chief Global Strategist Seema Shah says the US election and bipartisan anti-China policy rhetoric is likely to weigh on Chinese equities even though valuations are “already very cheap.” A growing chorus of global firms have downgraded their expectations for China’s stock market in the last few weeks – most recently JPMorgan which followed similar moves by former China bulls UBS Wealth Management and Nomura. Sign up for the Next China newsletter to get our weekly dispatches from Beijing. https://bloom.bg/4aBkHtz
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