China equities in 2024: Confidence is everything
Despite ultra-low valuations, long-term investors are staying on the sidelines of Chinese stocks. Will the outlook shift in 2024?
When the market anticipates US Federal Reserve interest rate cuts in 2024, long-term institutional investors are scoping out a range of opportunities in the capital market in the new year.
However, they are not yet convinced China will be the place to be despite cheap valuations and its long-term growth potential, given the foggy path ahead.
“We are watching very closely the China A-share market. There are opportunities. But the time is not prime yet,” said a Hong Kong-based sen…
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