JANA’s Initial Thoughts on Recent Regulatory Developments in China and its Impact on Markets

The Chinese Government’s interventions within the country’s internet and education industries over July have sparked sharp declines in the share prices of companies that are most directly affected, including some of the larger cap names that comprise mainstream indices such as the MSCI Emerging Markets Index. Within this Note, the Global Equities Research Team provides an overview of the context behind this development and its initial views on the implications for investment strategies.