Glebors Global Finance has always advocated the entrepreneurial spirit of pioneering, adventurous and hardworking. Relying on the unique perspective, Glebors has launched various special issues in terms of the economy and finance, which has provided much more assistance to government decision-makers and business leaders.

Topic Reports

Reform

The outlook for China equity market

China equity market can pick up the steam only through implementing reform drastically

Policy Cues
Investors Are Looking For More Policy Cues
Investors are looking to the Third Plenum of the 20th Central Committee of the Chinese Communist Party — a meeting that’s likely to happen before the end of this year
Gains
China Equities May Set For The First Index Gains In 2024
China equities may set for the first index gains in 2024, expecting MSCI China and CSI 300 to rise 11% and 13%, respectively, underpinned by an estimated earnings
Sectors
What Specific Sectors Investors May Look For
Investos may also be positive on sectors that are important to China’s national development objectives, such as batteries, new energy vehicles and renewable energy
Important Bottom
JPMorgan Is ‘Positive’ On China Stocks And ‘Constructive’ On Real Estate As Beijing Props Up Markets
JPMorgan is optimistic about market reform
Reform

Conclusion

Investors need to separate the macroeconomic and equity market conversations when dealing with China.China equity market can pick up the steam only through implementing reform drastically.

Key

Key Changes For Sectors

Property-centric cohorts, notably banks, could see further downward revision risk to consensus earnings under continued pressures

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