Now that China has ended its zero-COVID policies, what sectors and investments could benefit from the recovery? For investors, where should we look to find profitable investment ideas…or are we already too late?
Source Credits: Western Asset (Jan 2023)
The fact that I’m writing this article today shows that no, I don’t think we’re too late to invest in China’s recovery – provided you know where to look. As for traders, there may be more opportunity in the coming weeks as many of the Chinese recovery stocks are now experiencing volatility.
Many Chinese stocks have already rebounded 50% – 100% from their October lows, which is why the big question on everyone’s mind right now is whether we’ve missed the boat, or is there still any opportunity left?
But aside from the more obvious names (i.e. companies that benefit directly from the reopening because people are out and about), there...