Morgan Asset Management China Equity Team Outlook 2026: Anchoring on the Global Competitiveness of High-Quality Chinese Companies

Recently, the China Equity Investment Team of JP Morgan Asset Management shared their assessment of market opportunities for 2026 at a strategy meeting, with a diverse and international perspective. Looking ahead to 2026, Du Meng, Deputy General Manager and Investment Director of JP Morgan Asset Management China, pointed out that as China's global industrial competitiveness improves, international investors are re-evaluating the allocation value of Chinese assets. The long-term value reassessment process of Chinese assets is still ongoing, and they are optimistic about structural opportunities in the market in 2026. He further emphasized that in the current market differentiation pattern, the judgment of high-quality assets should break through the traditional framework of "old and new industries" and return to the core logic of whether industrial demand is steadily growing and whether cash flow can be sustained. (21st Century Business Herald)