“We are seeing more and more of our clients staying away from China, and we continue to think this is a mistake as Chinese assets are cheap and policy visibility has improved,” Mortier adds.
Despite the ongoing tech and property crackdown, the threat of delisting for those quoted in the US bourses, as well as the resurgence of Covid-19 outbreaks, China equities and credit still provide attractive opportunities for investors in Asia, says Amundi group chief investment officer Vincent Mortier.
In an interview with The Edge Singapore, Mortier says that investors are increasingly shunning Chinese assets, driven by the policy uncertainties and further economic headwinds. However, there are many interesting opportunities in China that investors can explore as the bulk of the policy-driven uncertainty has been priced in by the market, he says.
