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Investing Ideas
China stimulus surprises to the upside: A turning point
Opportunities in China—even if the latest stimulus doesn’t quickly help fundamentals
Key Takeaways
- The MSCI China Index advanced rapidly in late September and October 2024, following the announcement of a larger-than-expected economic stimulus package that could reach 1.8% of China’s GDP—or more.
- The stimulus initiatives are helping to lift depressed stock valuations, although it may still take time for the country’s economy to improve.
- We believe this latest market event is somewhat similar to the COVID-19 reopening trade that led to about a 60% rally for the MSCI China Index in a three-month time frame.
- While it may not be a good strategy to chase China stocks across the board, select internet names and “global champions” may represent ways to invest with fundamental support.
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China stimulus surprises to the upside: A turning point
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This content contains statements that are "forward-looking statements," which are based upon certain assumptions of future events. Actual events are difficult to predict and may differ from those assumed. There can be no assurance that forward-looking statements will materialize, or that actual results will not be materially different from those presented.
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