Stephen Jen Featured in MarketWatch on the Outlook for Chinese Equities
Jules Rimmer, MarketWatch, April 14, 2026
In a recent article for MarketWatch, Jules Rimmer discusses Eurizon SLJ Capital’s constructive view on Chinese equities, drawing on analysis from Stephen Jen and Joana Freire.
The article highlights the view that Chinese stocks may be positioned for further gains as government policy remains supportive, valuations remain relatively low, and the long-struggling property sector shows signs of stabilisation.
As the article notes:
“Chinese stocks are going to rally 10% between now and year-end as accommodating government policy, low valuations and a recovering property sector combine to propel them higher.”
The piece also discusses several factors underpinning the outlook, including improving supply-demand dynamics in the property market, stronger export profitability, and the potential for household savings to move from low-yielding bonds into equities.
MarketWatch also notes that a stronger yuan and a more settled global risk backdrop could further support returns for international investors.
Our Research
Our written research products aim to provide unique and orthogonal insights on key global economic and policy issues in a timely fashion.
