“The China equity trade is back.” Or at least so says Société Générale, which reckons Beijing’s recent efforts to fix the property crisis has moved Asia’s biggest economy beyond the “confidence crisis” that dominated China’s market narrative in 2023. A reasonable view? Given how China’s property stocks last week entered a technical bear market amid […]
China’s property fixes leave investors in suspense
Certain investors believe now’s the time to pile back into China shares while others still want to see bolder action from Beijing