Bloomberg Businessweek
Investing in China, 2024 Outlook for Initial Public Offerings
Feb 6, 2024
Ben Harburg discusses investing in China, focusing on arbitrage opportunities and growth pockets in areas such as cross-border e-commerce, technology chip companies, and domestic travel. Isabelle Freidheim shares insights on the IPO outlook for 2024, including analysis of stock prices, Chinese trade shift, and the state of the IPO market with a backlog of companies waiting to go public.
18:04
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Quick takeaways
- Investors are pulling money from ETFs tracking Chinese equities due to souring market sentiment and a lack of interest in the Chinese market, but Ben Harburg from Core Values Alpha remains optimistic and sees potential investment opportunities in areas such as cross-border e-commerce and core technology chip companies.
- Isabel Friedheim from Athena highlights the challenges in the current IPO market, including geopolitical uncertainty, regulatory burden, and market volatility, but she remains hopeful for an explosive deal market in early 2025 if geopolitical risks settle, interest rates stabilize, and regulatory conditions improve.
Deep dives
Investor Withdrawals from Chinese Stocks as Economic Challenges Deepen
Market sentiment towards China continues to sour as investors pull money from ETFs tracking Chinese equities. X-Trakors Harvest CSI 300 China A shares ETF saw nearly $25 million in withdrawals last week, bringing its assets to the lowest level since October 2022. While China continues to implement stimulus efforts, some investors believe a massive stimulus package may be necessary to reignite interest in the Chinese market.
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