J.P. Morgan Asset Management - The Weekly Brief

30.08.2021 14:18 - JPMorgan Asset Management (Switzerland) LLC

J.P. Morgan Asset Management - The Weekly Brief

Nachdem chinesische Aktien während der Pandemie weitgehend besser abschnitten haben als andere regionale Aktienmärkte, verbuchten sie infolge aufsichtsrechtlicher Verschärfungen zuletzt heftige Einbussen. Im Technologiesektor will Peking die unangemessene Nutzung von Marktmacht bekämpfen und den Marktwettbewerb erhöhen. Erhebliche Neuerungen gab es auch im Bildungssektor. Die politischen Entscheider betrachten die Schülernachhilfe angesichts ihrer Auswirkungen auf das Kindeswohl und sinkender Geburtenraten als eine der wichtigsten sozialpolitischen Herausforderungen. Wie wir in unserer aktuellen Publikation „Was bewegt die Anleger?“ erörtern, könnten weitere Reformen für neue, politisch oder gesellschaftlich sensible Wirtschaftszweige folgen. Dennoch haben sich die langfristigen Anlagemöglichkeiten in China, die sich auf technologische Innovation und den heimischen Verbraucher konzentrieren, trotz der kurzfristigen Volatilität nicht grundlegend geändert. Man bemüht sich weiterhin sehr darum, die chinesischen Kapitalmärkte für ausländische Investoren zu öffnen, und wir gehen davon aus, dass dies auch in Zukunft eine Priorität bleiben wird.

JPMAM_The Weekly Brief_30.08.2021.pdf

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