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
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Choose a manager with deep China expertise
China provides a wealth of investment opportunities across both its public and private markets. Unlocking this potential, however, requires the insight and know-how that only a dedicated investment partner can provide.
100+
Years of J.P. Morgan presence in China, with offices today in Hong Kong, mainland China and Taiwan1
¥ 160 billion
Total assets managed by J.P. Morgan Asset Management (China)2
#1
The largest foreign asset manager in China by AUM3
Covering China from every angle
With a presence in the Chinese mutual fund market since 2004 by partnering with J.P. Morgan Asset Management, investors gain access to specialist China expertise, supported by a long-term commitment to China’s burgeoning capital markets, and backed by the full resources of a truly global investment platform.
Broad product offering
Our China investment solutions cover public and private markets, from active equity and fixed income, to multi-asset, absolute return, liquidity, and index and quant strategies.
Global perspectives
Our China capabilities are supported by a global research budget of over USD 320 million4, and access to insights from over 1,300 investment professionals worldwide5.
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
What can sustain the latest Chinese equity rally?
This paper addresses the impact of Beijing’s coordinated policies on the recent Chinese equity market rally, and the long-term investment implications.
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.
Contact us
Contact your local J.P. Morgan Asset Management representative to find out more about our China investment capabilities and our full product offering.
1 J.P. Morgan Asset Management, as of 31 December 2022.
2 JPMAM, As of Jun 30, 2023
3 Wind, As of Dec 31, 2022. Wind is a leading data provider of financial information services in China, headquartered in Shanghai
4 JPMAM, As of Dec 31, 2022
5 JPMAM, As of Mar 31, 2023
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