Can foreign investors learn to love China again?
F OR CHINESE stocks to outperform American ones is rare enough. But this year the MSCI China index has beaten its American equivalent by an impressive 20 percentage points, on the back of excitement about cutting-edge tech firms such as DeepSeek and Manus AI. American shares, meanwhile, have been weighed down by worries about a bellicose Trump administration and the danger of a slowing economy.
What clergymen can learn from economists
But foreign investors might want to tread carefully
The country’s struggling economy provides a push
As “liberation day” nears, American businesses suffer
Even if America lifts sanctions, the old continent has its own weapons
When demand softens, the secondary market absorbs the pain
https://www.economist.com/finance-and-economics/2025/03/27/can-foreign-investors-learn-to-love-china-againA source: www.economist.com/finance-and-economics/2025/03/27/can-foreign-investors-learn-to-love-china-again
Comments (0)