Ironically, the country that wants to become the world’s number one in terms of digital innovations is regulating its large tech companies more and more, making them smaller – and thus causing huge price losses. Take the Hong Kong Hang Seng Index, a kind of Chinese Nasdaq: minus 20 percent since the middle of the year. And even if you are a more classic equity investor, you may have felt the Chinese regulation madness: The MSCI Emerging Market Index, which tracks emerging market shares and which many Germans have in their custody account, has risen by a tenth since the summer.
In the USA, where hundreds of Chinese stocks are listed, hardly any company Made in China dares to go public – because the travel agent Didi recently made a prominent withdrawal. What is the background to this political risk? Should we stay away from China stocks in the coming year – or could there be a fireworks display for the Chinese New Year? Sabine Gusbeth, who will be on site for Handelsblatt from January, analyzes opportunities and risks.
In addition: Because of the aggressive spread of the Corona variant Omikron, investors gave the Dax an icy start to the week. Is this the beginning of a sell-off or an opportunity to get involved? There are answers in the market report – so you can stay cool.
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