Hopper58 schreef op 15 maart 2022 13:35:
Net gevonden op MarketWatch: een analist van JP Morgan die very bullish (dus erg positief) is over Chinese stocks ??? Hoe is dit te verklaren???
"But our call of the day, from strategists at JPMorgan who haven’t strayed far from their bullish stance this year, says all this bearishness has gone too far.
“We believe that the past months’ correction has induced too much negativity in markets, e.g., reflected by our market-implied recession probabilities, on the fear that growth will be severely affected by the war,” said a team led by Marko Kolanovic, chief global markets strategist, in a note to clients.
And rather than “selling off positions indiscriminately,” he suggested finding “segments that could be hedges for the current situation.” So, in addition to overweight positions on commodities and energy stocks, the bank is bullish on emerging markets broadly and Chinese stocks in particular, owing to the country’s “front-loaded stimulus” and reopening."