Don't focus too much on China, says JP Morgan AM
Chinese valuations are not yet in bubble territory, but investors should avoid confusing economic performance with stock-market returns, says emerging-markets head Richard Titherington.
Much has been written in recent months about whether Chinese stocks or property are overvalued, and a growing number of editorials and research papers seem to be coming out on the side of the bears.
The strategist for the investment arm of a large Asian state-owned institution recently told AsianInvestor that they believe the country is heading for a crash. There are too many potential problems in the Chinese economy and financial markets for that not to happen at some point, she arg…
Sign In to Your Account
Access Exclusive AsianInvestor Content!
Please sign in to your subscription to unlock full access to our premium AI resources.
Free Registration & 7-Day Trial
Register now to enjoy a 7-day free trial—no registration fees required. Click the link to get started.
Note: This free trial is a one-time offer.