JP Morgan Cautious View on China

Posted by theback9 on November 24th, 2010

China Strategy : Short-term cautious, medium-term positive – from JPMorgan’s Frank Li – We take a short-term (1-2M) cautious view on MSCI China, which could experience correction pressure from concerns about likely tightening measures to be taken by the Chinese government. These could include: (1) monetary measures such as RRR and interest rate rises, and credit quota controls to sterilize excess liquidity; (2) fiscal policies such as a possible slowdown in government-sponsored investment projects; and (3) administrative measures such as price caps on soft commodities. HedgeAnalyst.com

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