jpm_asset_mgmt
  • Products

    Funds

    • Performance & Yields
    • Liquidity
    • Ultra-Short
    • Short Duration

    Solutions

    • Cash Segmentation
    • Separately Managed Accounts
    • Managed Reserves Strategy
  • Insights

    Liquidity Insights

    • Liquidity Insights Overview
    • Audio Commentaries
    • Case Studies
    • Leveraging the Power of Cash Segmentation
    • Cash Investment Policy Statement
    • China Money Market Resource Centre
    • PeerView Survey

    Market Insights

    • Market Insights Overview
    • Eye on the Market
    • Guide to the Markets
    • Market Updates

    Portfolio Insights

    • Portfolio Insights Overview
    • Currency
    • Fixed Income
    • Long-Term Capital Market Assumptions
    • Sustainable Investing
  • Resources
    • MORGAN MONEY
    • Account Management & Trading
    • Multimedia
    • Announcements
  • About us
  • Contact us
Skip to main content
  • English
  • Role
  • Country
  • MORGAN MONEY LOGIN
Search
Menu
CLOSE
Search
You are about to leave the site Close
J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
CONTINUE Go Back
  1. Home
  2. Insights
  3. Market Insights Overview
  4. Market Updates
  5. The Weekly Brief

  • Share
  • LinkedIn Twitter Facebook
  • Email
  • Download
  • Print
  • Actions
  • LinkedIn Twitter Facebook
    Email Download Print

The Weekly Brief

05-04-2021

Global Market Insights Strategy Team

Thought of the week

After a great start to the year Chinese equities have sold off since mid-February. We think the long-term outlook for China remains very attractive. We expect real GDP growth of 4.4% on average over the next decade. That means real GDP and incomes should be about 50% larger in ten years’ time than they are today. To put that in perspective, by the end of 2030, the expected increase in annual Chinese spending power is larger than the current size of the German and UK economies combined. With MSCI China now trading on just over 15x next year’s expected earnings, we think Chinese equities should offer long-term growth at a reasonable price.

China's growth outlook remains positive

MSCI China price index, rebased to 100 at start of 2021

JPMorgan_Insights_Weekly_Brief_EN
Source: MSCI, Refinitiv Datastream, J.P. Morgan Asset Management. Data as of 30 March 2021.

More Insights

JPMorgan Guide to the Markets calendar

Guide to the Markets

The Guide to the Markets illustrates an array of market and economic trends using compelling charts, providing you the building blocks to support conversations with your clients.

Download the latest Guide
Vincent Juvyns photo

On the Minds of Investors

Drawing on the depth and breadth of our market and economic expertise, we offer timely macro insight into today’s big investment themes, to enable more confident portfolio decisions.

Views on today’s key investment themes
Men shaking hands in an office

Webcasts

Listen to recorded updates from our portfolio managers and market strategists and register for future editions.

Keep up to date with our views
J.P. Morgan Asset Management

  • Investment stewardship
  • About us
  • Contact us
  • Privacy policy
  • Cookie policy
  • Binding corporate rules
  • Sitemap
Decorative
J.P. Morgan

  • J.P. Morgan
  • JPMorgan Chase
  • Chase

READ IMPORTANT LEGAL INFORMATION. CLICK HERE >

The value of investments may go down as well as up and investors may not get back the full amount invested.

Copyright 2021 JPMorgan Chase & Co. All rights reserved.