Strategy Note /
China

China conundrum: Foreign inflows despite all the bad news

  • So many consensus concerns: tech regulation, large scale bankruptcy, slowing growth, shrinking population, US disconnect

  • Yet high foreign inflows into equities (and debt) continue: how can this conundrum make sense? 3 explanations...

  • (1) China's low weight in global equity indices, (2) contrarians revisiting China, (3) shift to smaller local listings

China conundrum: Foreign inflows despite all the bad news
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
15 September 2021
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