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ETF Securities note reports tightening of financial conditions in China

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Michael Wang from ETF Securities Equity Research has written a note on China A-Shares finding that financial conditions in China are tightening as policymakers are attempting to reverse some of the stimulus from last summer.

He writes that the ongoing deleveraging process is a headwind for A-share equity performance in the short-term which has a tight correlation to domestic liquidity conditions.

“However, we see state-owned enterprise (SOE) reforms and the inclusion of A-shares in global equity indices as two drivers of a potential re-rating of the market in the medium term.”
Wang believes that policy is tightening in China, as it has taken pre-emptive steps since the start of the year to tighten financial conditions. The improvement in both the domestic and external outlook since last year has emboldened policy makers to tackle some of the excesses in the build-up in leverage, he writes. 

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