After the Twenty CPC's closing of the Communist Party of China, investors against the CCPThe lack of confidence in the economic, supervision, and crown disease policy of the new leadership team has led multiple land -funded stocks to be sold panic.However, the US investment bank Morgan Chase believes that over time, the unfavorable factors for the Chinese economy will eventually pass.
The Hong Kong South China Morning Post Monday (October 31) published an exclusive interview with Mary Callahan Erdoes, CEO of JP Morgan Chase.
Erdos said that when investors are facing uncertainty, they need patient and professional knowledge to understand the Chinese government's operation.Although it is natural for investors to avoid risk, when the market generally has doubts about the Chinese market, it is the best time to invest, because many opportunities will appear under the macro background and world geopolitical politics.
She emphasized that no matter where the world is investing, it must have a basic understanding of China's operation method, because even if you don't want to invest in ChinaHome company.
She believes that if investors need to allocate their investment portfolio globally, and they have not yet entered the Asian stock market, especially in China, then this time in this time will enter the Chinese market.It came better a month ago.
After the new leadership team was elected in the First Plenary Session of the 20th Central Committee of the Communist Party of China, multiple land stocks were sold in panic for two days.The stock price index and other records have been recorded.
Eldos described this as the first-order effect of the 20th CPC's post-major market fluctuations (First-Order Effect). Investors must also pay attentionStep and third -order effects.
She believes that the results of this party congress have caused investors to have no doubts in the past, including what the result of the party congress means and what "consolidate power" means.If such doubts have occurred, investors will naturally take a response to danger.But she emphasized that when investors are worried, they are often the best time for investment opportunities.
Erdos said that when investors are facing uncertainty, they must carefully screen to find out areas that are still attractive. For example, whether China will still create huge companies, can they createWhat trends will continue without considering policy changes without considering policy changes.
Erdo said: "Now there will be a strong wind blowing, causing a lot of losses, but in the end, all this will pass."
Fidelity InternationalAndrew McCaffry, the world's chief investment officer, also believes that it is a good time for long -term investors to break through the Chinese market, because "zero -zero policy" and other measures that are more conducive to growth may be launched next year.
