In the past few months, China has repeatedly been in the news with a series of regulations or restrictions on the economy. Stock prices were falling, the euphoria fading. “In the meantime, China has been oversold and the regulatory regime provides more security and attractiveness in the long term”, said Carsten Gerlinger, Managing Director and Head of Asset Management at Moventum AM.
The technology sector in particular has come under scrutiny from Chinese authorities. IPOs had to be cancelled, companies were broken up, and booming crypto-mining companies were deprived of much of their basis. “While this sounds like a blow
The technology sector in particular has come under scrutiny from Chinese authorities. IPOs had to be cancelled, companies were broken up, and booming crypto-mining companies were deprived of much of their basis. “While this sounds like a blow
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