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Chinese Stocks to Beat Global Peers, Says BCA – SCMP

Investors should favour stocks in the MSCI China and MSCI Hong Kong indices over global benchmarks, BCA Research analysts said


China stocks slipped on Tuesday
Investors had recently placed bets on hopes that China would adjust its zero-Covid policy. Photo: Reuters

 

Chinese stocks are likely to outperform global peers within the next six months, offering protection from a sell-off stoked by higher US Treasury yields, according to BCA Research cited by the South China Morning Post.

Investors should favour stocks in the MSCI China and MSCI Hong Kong indices over global benchmarks, as a divergence in monetary policies in China and the rest of the world creates room for outperformance, the Montreal-based company said.

Read the full report: South China Morning Post.

 

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George Russell

George Russell is a freelance writer and editor based in Hong Kong who has lived in Asia since 1996. His work has been published in the Financial Times, The Wall Street Journal, Bloomberg, New York Post, Variety, Forbes and the South China Morning Post.