Is China Coming Back With A Bang?


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Igor Kutyaev Chinese equities were one of the bigger laggards of 2023, with the MSCI China Index down 11% while the MSCI All Country World Index was up 23%. Taking a longer time horizon, Chinese equities (using the MSCI China Index) have underperformed developed market equities (using the MSCI World Index) by 65% since the end of 2010. The Chinese economy limped through the second half of 2023, after a brisk reopening in the first quarter. The headwinds of a struggling property market and a cautious consumer remain in place, but in the last three months, we have seen the...