While China’s border reopening in January marked a seminal shift in pandemic sentiment, investors remain cautious in terms of how they approach allocation to the market. Following nearly three years of Covid-19 contusion which culminated in vast anti-government protests at the end of 2022, those exposed to China’s economy continue to contend with alpha-draining factors, including ongoing deleverage across the real estate sector and heightened geopolitical hostility.
¬ Haymarket Media Limited. All rights reserved.
