Polka Mishra, Partner at Javelin Wealth Management, says there's more upside to the current Chinese stock rally, driven by both domestic and international investor participation. But she flags that investors should be prepared for volatility if they choose to stay invested.

Beijing

Javelin Wealth Management has noted that the recent rally in China's stock market is not limited to the technology sector. The firm attributes the positive performance to a series of deliberate policy decisions by Chinese authorities, including efforts to boost consumption, support the real estate sector, and invest in artificial intelligence. 

Additionally, China has strengthened its global trade relationships and is attracting both domestic and international investors across various asset classes. The upcoming Chinese Communist Party meeting is expected to provide further details on future economic strategies, which investors are watching closely for signs of continued policy implementation.

China's stock rally is not just about tech: Javelin Wealth Management

Yes, we do think it is convincing. It is China, so it can have some very strong reactions to any news. But that is how you invest in China. You have to be ready for volatility. So why we are invested in China and we have been since earlier this year or late last year is because not because of the tech rally that has happened there. That is what it looks like. But there's been a lot better, very deliberate policymaking. And some of those policies have actually created those results. So from late last year till now, we've seen efforts to drive consumption. We have seen some support for the real estate sector. It hasn't materialized well, though. And then, of course, support for local governments along with the push for AI and the investments that the Chinese government is making into that space. And at the same time, there's a lot of very strong positioning around trade relationships that we are building. We saw the SCO summit, India-China coming together, you know, deals, possible deals with Europe. So China is actually acting as a global player and benefiting from what's happening in the United States. For foreign investors, you know, you've got a big Chinese Communist Party meeting coming up later this month. We're into October already. And what we're going to be looking out for should be or would likely be details of the next five-year plan. Is that going to be of any interest to investors at all? Obviously. Although a lot gets said, but it's more important to see what is being implemented. So, I mean, the last time we had the whole plenum, it was a bit disappointing. So we have to see what's been said. But China has gained some confidence from investors that it can implement the strategies that it is talking about. But it will do it at its own pace. It's not going to give you a big bazooka simply because international markets are asking for it. So we're positive that there is more to come from China. The rally is not just about tech. And also we're seeing more participation coming from both domestic and international investors across asset classes.

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Odesa Oblast

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Breakdown