Shuli Ren, Columnist

China's Haven Moment Is Here

Foreigners are looking for any excuse to make the shift.

April 20, 2018 at 4:15 AM UTC

Shuli Ren is a Bloomberg Opinion columnist covering Asian markets. A former investment banker, she was a markets reporter for Barron’s. She is a CFA charterholder.

1524196515_GettyImages-871569074 — Photographer: Zhao Zhenhao/Getty Images

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Just as U.S. markets are looking increasingly toppy, China offers a great haven.

The S&P 500's dip Thursday is a fine reminder U.S. equities are entering the danger zone. Expectations are sky high, with sell-side analysts predicting earnings growth of almost 30 percent. Anything from a miss by cigarette maker Philip Morris International Inc. to a weak outlook from Apple Inc. supplier Taiwan Semiconductor Manufacturing Co. can sink the market.