CIO Weekly Investment Outlook podcast

Special: Is it time to re-evaluate Chinese equities?

15 Sekunden vorwärts
15 Sekunden vorwärts

In a special ad-hoc episode of the CIO Weekly Investment Outlook podcast, Stefanie Holtze-Jen, Chief Investment Officer in the Asia Pacific for Deutsche Bank’s Private Bank, outlines her expectations of the 20th National Congress of the Chinese Communist Party (CCP) meeting’s impact on markets.

Whilst the meeting focused on the re-election of President Xi Jinping as party leader, with MSCI China falling nearly 30% this year to its lowest levels since mid-2009, valuations trading well below their 10-year median and following a realignment of governing priorities, bringing technological innovation and national security (in economic terms) to the forefront of policy for the next 5 years, Stefanie asks the question,

“Is it time to re-evaluate Chinese equities in a balanced portfolio?”

You can read our latest CIO Memo on China's recovery here:

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