Financials and healthcare have been spotted as promising sectors, while several tech IPOs are on the way, including a $2.2 billion fintech firm and a GIC-backed e-commerce startup.
Investors should dig deeper into subsectors along the value chain to benefit from China’s carbon neutrality push, Asian equities experts said.
The valuation gap and earnings growth potential pose opportunities in European equities, particularly in cyclical industrials and ESG themes.
Some short-term re-positioning may be needed, but as regulations become clearer, the valuation of Chinese stocks, especially in the tech sector, remains attractive, experts said.
Some correction can generally be expected, but dividend-yielding sectors such as financials and healthcare hold opportunities in the near future, experts say.
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