China goes up on equity investors’ 2H list
Chinese equities are gaining favour from a global allocation perspective in the renewable, electric vehicle supply chain, and industrial automation space. Meanwhile, doubts over the consumer sector remain under the country’s Covid Zero policy.
Chinese equities are back under portfolio managers’ radar in the second half of 2022, as China starts to materialise its loose monetary policy and stimulus packages while coming out of Covid lockdowns and an emerging markets selloff.
According to data from EPFR, which tracks global fund flows and allocations, overseas China funds recorded a net inflow of $8.5 billion in the five weeks preceding July 7, with $4.1 billion and $4.4 billion into active and passive China funds, respe…
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