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.

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JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.