JP Morgan likes China stocks – says headwinds shall pass over time


South China Morning Post carries the view from JP Morgan’s asset and wealth management CEO

  • markets offer better entry point than three months ago
  • ‘Even if you don’t want to invest in China, it affects every other company that you are investing in’,
  • headwinds hobbling the world’s second-largest economy “shall pass” over time

SCMP is gated, if you can access it, link is here.

It seems more of a puff piece than analysis though.

Shanghai Comp, weekly:



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