Global investors have been wary of embracing China on concerns of an increasing debt load, persistent capital outflows and a potential trade war with the U.S. Yet today there are powerful structural and cyclical forces in play that make China’s equities attractive, we believe. An overly cautious approach may mean missing out on fresh returns from the world’s second-largest economy.
另外,他们认为全球再通胀以及中国的周期上行会令股票表现较好。作者认为,想要通过中国的股票市场挣钱,需要投资者避免先入为主,关注政策的变动及一些新型的数据来源,譬如“大数据”。最近中国股票的最大可能危机来源于美国可能的贸易保护主义政策。