Shuli Ren, Columnist

Value Investing Is Back in China, Thanks to Donald Trump

The trade shock has helped renew the appeal of companies that can weather the storm.

May 7, 2019 at 11:00 PM 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.

They’re getting the message.
Photographer: China Photos/Getty Images AsiaPac

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Value investing is back in China, and stock pickers have Donald Trump to thank.

Renewed trade threats from the U.S. president have jolted Chinese investors awake after a wild three-month party driven by liquidity shots from the central bank. Trading strategies that worked well just a month ago are suddenly losing millions.