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"Le marché chinois ne se limite pas aux valeurs technologiques"

Published on 15 December 2017

Les sociétés technologiques chinoises ont fortement progressé ces dernières années. A elles seules, Alibaba et Tencent ont expliqué en 2017 un quart de la performance de l'indice MSCI Chine. Après leur forte progression, que faut-il attendre des technologies chinoises et du marché chinois dans son ensemble? L'analyse d'Alain Barbezat, responsable de la gestion des actions marchés émergents, BCV.　

Comment les valeurs technologiques chinoises se sont-elles comportées ces trois dernières années?　
Les valeurs technologiques chinoises sont-elles surévaluées　
Faut-il sortir du marché chinois?　
Faut-il sortir alors des technologiques chinoises?

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