Guest Column

Beyond the exit risk

  • Published 25 Mar 2010

Jun Ma, chief economist and strategist for Greater China at Deutsche Bank, argues that China's long-term fundamentals remain compelling despite current concerns over asset bubbles.

It is a good time for China bears. The H-share index, the Chinese equity benchmark for global investors, has underperformed the S&P by 15% since mid-November, macro policy is being tightened – a trend that looks set to continue; and China watchers outside of the region have compounded investor anxiety. This all suggests that an unprecedented economic bubble is on the cusp of bursting.

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