JPMorgan Chase: China's stock market reversal is just at the end of January!

Wallstreetcn
2025.01.11 02:31
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JP Morgan's report pointed out that although Chinese stocks may be affected by U.S. policies, a strong dollar, and geopolitical tensions in the short term, a market reversal is expected around the end of January. After the reversal, factors such as consumption during the Lunar New Year, macroeconomic data, corporate earnings, and policy stimulus will influence stock market performance. Increased household stock allocation, easing U.S.-China relations, and potential stimulus policies are the three major upside risks that have not yet materialized for 2025