JPMorgan downgrades its opinion on China, but still likes these individual stocks

  • 📰 CNBC
  • ⏱ Reading Time:
  • 26 sec. here
  • 12 min. at publisher
  • 📊 Quality Score:
  • News: 49%
  • Publisher: 72%

Stock Markets News

Markets,Market Insider,Kuaishou Technology

As the summer holidays end, investors in China are coming to accept that consumption and growth will remain sluggish for a while.

JPMorgan on Wednesday was the latest firm to downgrade its opinion on Chinese stocks to neutral from overweight, "due to a challenging outlook," a team led by emerging markets equity strategist Pedro Martins said. Instead, JPMorgan increased its overweight recommendations on other emerging markets. Even after the change, JPMorgan still holds 18 China stocks in its global emerging markets model portfolio.

U.S.-China relations have stabilized in the last year, but analysts cite uncertainty around the U.S. presidential election in November as a reason why Beijing has held off on domestic stimulus. U.S. national security advisor Jake Sullivan visited Beijing in late August for three days of official meetings during which he said Vice President Kamala Harris shared President Joe Biden's view that maintaining high-level communication is the way to responsibly manage the bilateral relationship .

We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

 /  🏆 12. in BUSİNESS
 

Thank you for your comment. Your comment will be published after being reviewed.
Please try again later.

Business Business Latest News, Business Business Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

JPMorgan cuts China stocks to Neutral on 'challenging outlook'JPMorgan cuts China stocks to Neutral on 'challenging outlook'
Source: Investingcom - 🏆 450. / 53 Read more »

JPMorgan economist says China's housing market crash is still not over yetChina’s troubled housing market could see prolonged softness, as a slew of government stimulus and supportive measures have not been…
Source: nbcchicago - 🏆 545. / 51 Read more »