China Is Opening Fast. Don’t Miss the Rebound for Stocks.

Chinese authorities’ abrupt pivot away from zero-Covid policies has been matched by the quick shift in investor sentiment about Chinese stocks from the bearishness of the past year. As the world’s second largest economy reopens, more strategists see China poised to be a pocket for market outperformance.

Chinese stocks have bounced since Beijing’s first indications it would rethink the harsh Covid restrictions that had strangled the economy and move toward policies that could revive growth.