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Politikwechsel in China: mehr Optimismus für chinesische Aktien

Von Alessia Berardi, Head of Emerging Macro Strategy, und Claire Huang, Senior EM Macro Strategist, beide am Amundi Investment Institute, sowie Yerlan Syzdykov, Global Head of Emerging Markets bei Amundi.

(PresseBox) (München, )
In der letzten Septemberwoche signalisierte das Politbüro überraschend einen klaren Kurswechsel in der Geld- und Wohnungspolitik Chinas, unter anderem forderte es wirksame Zinssenkungen. Ziel ist es, die Wirtschaft zu stabilisieren und die Marktstimmung zu verbessern. Was die Finanzpolitik betrifft, so hat die Regierung einen Nachtragshaushalt nicht ausdrücklich erwähnt, aber die Märkte sind optimistisch, dass dieser bis Ende Oktober kommen könnte.

Was wurde und wird wohl noch beschlossen?

Die Regierung drängt auf eine Stabilisierung des Immobilienmarktes. Auf der Angebotsseite versprach das Politbüro eine strenge Kontrolle von Neubauten, eine Erhöhung der Kredite für bestimmte Projekte und die Förderung des Verkaufs ungenutzter Grundstücke.
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