Treating China as ‘un-investable' would be ‘wide of the mark,' JPMorgan strategist says

China’s Investment Potential Amid Economic Difficulties #

China’s economic challenges should not discourage investment, according to John Bilton, head of global multi-asset strategy at a leading asset management firm. While China faces obstacles like deflation, a property crisis, and uncertainty in monetary policy, Bilton argues against considering the world’s second-largest economy as un-investable. He highlights opportunities in government debt and individual stocks, particularly in China’s fixed income market due to its size and limited international involvement. Bilton also suggests focusing on specific stocks that can benefit from China’s evolving financial sector and other areas such as transportation and services.