Man Group, Abrdn Count on China Stimulus to Revive Bull Run
- Some investors expect policy support to offset tariff risks
- Stocks have slid following massive rebound through early Oct.
Beijing
Photographer: Na Bian/BloombergThis article is for subscribers only.
Donald Trump’s return has cast a pall over China’s $10 trillion stock market, but for some money managers, the party isn’t yet over.
Man Group and abrdn Plc are among those remaining bullish, counting on Beijing to deliver greater stimulus to offset the US president-elect’s tariff threats. The policy focus for 2025 will likely be on boosting consumption, they say, opening up pockets of investment opportunities even as the specter of a trade war pressures export-reliant firms.