May CMO: Is the China Rally Real

May 02, 2019

The China A-shares market fell 33% last year as a multitude of concerns—trade wars, slowing economic growth, tightening monetary policies, and political rhetoric—converged. But in an about-face, the Chinese market is the best performing global market this year, up just over 33% through April. This turnaround has investors wondering if the rally is sustainable. We think it is.