Cómo exponerse a China y a los grandes ganadores de su reapertura

Después de un año de ralentización debido a la estricta política de Covid Zero, China está comenzando a recuperarse. A pesar de un decrecimiento del 3% el año pasado, Morgan Stanley prevé un aumento del 5,7% en su PIB este año. En un mundo que enfrenta temores de recesión, esto podría ser una gran oportunidad para los inversores globales. El nuevo enfoque del gobierno central, que se centra en el crecimiento, la moderación de las regulaciones para las grandes industrias y mejoras en las relaciones diplomáticas con Estados Unidos, tiene el potencial de impulsar los mercados en todo el mundo, incluyendo China, sus vecinos emergentes de Asia, algunos países de Europa y también Chile.

Consultado sobre este nuevo escenario, Vito Sciaraffia, CEO de Altafid, advirtió que la reapertura no está exenta de riesgos: "Menos de un 75% de las personas mayores de 60 años estaban vacunadas contra el COVID en diciembre de 2022, por lo que sólo en esa cohorte faltarían alrededor de 23 millones de personas".

Vito añadió que la reapertura China podría afectar positivamente a Europa: "hay países que tienen un enorme intercambio comercial con China, como Alemania e Italia, que se beneficiarán de forma inmediata". Además, indicó que "los países exportadores de materias primas como Chile se beneficiarán de precios mayores gracias al incremento en la demanda mundial que impulsará la reapertura China".

Related authors: Vito Sciaraffia

Full article: https://www.elmercurio.com/Inversiones/Noticias/Analisis/2023/01/19/1019651/exponerse-china-ganadores-reapertura-fondos.aspx

Media: El Mercurio Inversiones

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