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What leading research companies predict for China’s reopening

According to leading research providers, such as JPMorgan, UBS, and China International Capital Corp., China is ready for investment as it opens up after three years of restrictions.

 

According to leading research providers, such as JPMorgan, UBS, and China International Capital Corp., China is ready for investment as it opens up after three years of restrictions.

Peng Wensheng, head of the research department at China International Capital Corp said the firm’s outlook for China in 2023 was positive and that, “China’s macroeconomic policies have supported growth, and recent changes to Covid-19 and property sector policies will likely boost economic activity and corporate earnings in the coming quarters.”

China is currently JPMorgan’s main overweight market in Asia. James R. Sullivan, head of Asia Pacific equity research, says the company anticipates that the region’s overall business cycle will rebound more quickly than the rest of the world. “The current rotation that we see in investor funds out of [Southeast Asia] and into China should continue in our view. Favorable sectors include internet, consumption, and renewables,” he said.

According to Eric Lin, UBS’ head of China research, both opportunities and challenges have come from China’s lockdown measures. Lin: “Cross-border travel restrictions have made it difficult for global investors to perform research on China, but UBS has a clear advantage being the largest international house in China. We expect gradual easing of Covid restrictions leading to consumption rebound and release of pent-up demand from [the second quarter] onwards.”

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