Q4 2024 China Bulletin
The economic stimulus package unveiled towards the end of September sparked a broad pick up in investor confidence. Find out more in this quarter’s China Bulletin.
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Investing in China
Unlock Chinese returns from the ground up
China is too big to ignore, offering a deep and diverse pool of investment opportunities across bonds and equities. Yet China remains under-owned by international investors, who risk missing out on the significant growth potential and diversification benefits that this vast and complex market provides.
The economic stimulus package unveiled towards the end of September sparked a broad pick up in investor confidence. Find out more in this quarter’s China Bulletin.
Insights and views
China's stimulus and prospects for emerging market stocks
Discover what China's stimulus efforts could mean for its economy and emerging market stocks.
Benefits of China A-Shares for active ETF investors
Despite the well documented macro-economic headwinds facing China, we believe investors do not have enough exposure to equities of one of the largest economies in the world, in particular onshore Chinese equities.
The Chinese economy in three charts
The Chinese economy has struggled in recent years. We’ve taken three charts from the Guide to the Markets to explain China’s economic weakness, and to highlight the key indicators that investors can track for signs of an improvement in the macro backdrop.
Bull in a China shop - Assessing the investment case for Chinese equities
Making the case for investing in Chinese equities has not been easy in recent years. While there is no easy fix, we ask whether the intensifying policy response is the signal investors need to re-engage with the world’s second largest stock market.
Our range of China investment solutions provides access to exciting opportunities in China’s equity market, which is being transformed by long-term consumer trends towards technology and sustainability, and in China’s bond market, which is attracting a growing proportion of global fixed income flows.
EQUITY
On- and offshore “best ideas” China equity portfolio, with an emphasis on quality growth.
EQUITY
“Best ideas” China A-share portfolio, with an emphasis on quality growth.
EQUITY
Bottom-up, high conviction portfolio focusing on high quality Chinese stocks.
FIXED INCOME
Unconstrained, high conviction China fixed income portfolio.
Our range of China investment solutions provides access to exciting opportunities in China’s equity market, which is being transformed by long-term consumer trends towards technology and sustainability, and in China’s bond market, which is attracting a growing proportion of global fixed income flows.
EQUITY
Active stock selection with passive index exposure within a robust ESG framework.
EQUITY
Core exposure to China's equity markets, with a significant reduction in carbon intensity.
FIXED INCOME
Providing efficient exposure to the Chinese aggregate bond market.
A century of China expertise
Over 100 years of J.P. Morgan presence in China
More than 20 years' experience managing China A-shares and China bond
Local offices in Hong Kong, mainland China and Taiwan
Source for data: J.P. Morgan Asset Management, as of 31 March 2024.
Image source: Getty Images.
For Professional Clients/ Qualified Investors only – not for Retail use or distribution.
This is a marketing communication. Please refer to the prospectus of the UCITS and the KID before making any final investment decisions.
The views contained herein are not to be taken as advice or a recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all inclusive and may be subject to change without reference or notification to you.
The value of investments and the income from them may fluctuate in accordance with market conditions and investors may not get back the full amount invested. Past performance and yield are not a reliable indicator of current and future results. There is no guarantee that any forecast made will come to pass.
J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.
To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy.
This communication is issued in Europe (excluding UK) by JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, R.C.S. Luxembourg B27900, corporate capital EUR 10.000.000.
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