Bargains begin luring big banks back to China bets for 2023

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Bargains begin luring big banks back to China bets for 2023
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As Chinese assets whipsaw around hopes and fears over the country's path out of the pandemic, big offshore investors are slowly leaving the sidelines as they plot a cautious return to one of the year's worst-performing equity markets.

. It is yet to win investors' full approval, since unpredictable regulation and politics still hang over profitability, and domestic confidence remains fragile.

"We continue to focus on the three key themes which are in line with China’s long-term growth target: technology and innovation, consumption upgrading and industry consolidation," he said. Politics aside, price and the prospect that rate hikes put a lid on U.S. equities next year has also got money managers starting to weigh up the risk of missing out.

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