Moutai’s $80 Billion Rout Sends Signal for China’s Stock Market

  • Investors sell most-loved stocks, whose valuations surged
  • Signals on future monetary policy also cool former hot trades
Photographer: Qilai Shen/Bloomberg
Lock
This article is for subscribers only.

Kweichow Moutai Co. investors are selling their shares at the fastest pace in more than two years, a warning for a market that owes much of its rally to a handful of large caps.

The biggest stock listed in mainland China has lost $80 billion since onshore markets reopened after the Lunar New Year holiday. Wednesday’s 5.1% drop put Moutai’s five-day decline at 16%, the biggest for such a period since October 2018. The company had rallied 30% this year through its Feb. 10 record close.