Chaoping Zhu

Chaoping Zhu

Chaoping Zhu is a Shanghai-based global market strategist at JP Morgan Asset Management. Prior to joining J.P. Morgan in 2017, Chaoping served as China economist at UOB Kay Hian. He also served as a research analyst at the Brookings Institution and Tudor Investment Corporation.

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Latest from Chaoping Zhu

Macroscope | Coronavirus vaccine hope signals shift from tech stocks towards market laggards

Investors have long awaited news of a vaccine breakthrough that will kick off a rotation in equity markets. Sectors such as travel, retail, energy and financials that have struggled in the pandemic are expected to rebound while demand for tech stocks wanes.

25 Nov 2020 - 1:04PM

Investors have long awaited news of a vaccine breakthrough that will kick off a rotation in equity markets. Sectors such as travel, retail, energy and financials that have struggled in the pandemic are expected to rebound while demand for tech stocks wanes.

Coronavirus vaccine hope signals shift from tech stocks towards market laggards
Macroscope | How China can be more self-sufficient in tech development

Beijing needs to adapt its investment system for higher efficiency and less waste, with greater public-private cooperation. As long as the investment system stays on track, we can be optimistic about China’s domestic technology development.

31 Oct 2020 - 11:06AM

Beijing needs to adapt its investment system for higher efficiency and less waste, with greater public-private cooperation. As long as the investment system stays on track, we can be optimistic about China’s domestic technology development.

How China can be more self-sufficient in tech development
Macroscope | Why economic rebalancing will be at the heart of China’s next five-year plan

As Beijing seeks more efficient and fairer development, rebalancing is likely to be key, given the increasingly complicated international environment. To achieve this, China might advocate further marketisation reforms, while supporting development of strategic sectors.

18 Sep 2020 - 10:23PM

As Beijing seeks more efficient and fairer development, rebalancing is likely to be key, given the increasingly complicated international environment. To achieve this, China might advocate further marketisation reforms, while supporting development of strategic sectors.

Why economic rebalancing will be at the heart of China’s next five-year plan
Macroscope | Coronavirus recovery: US economy’s plunge and waning sentiment put investors on edge

Investor sentiment before this week was already deflating against the backdrop of a continued pandemic and a pricey stock market, but mixed news this week and continued grim virus milestones make the market rally look increasingly fragile.

13 Oct 2020 - 9:08PM

Investor sentiment before this week was already deflating against the backdrop of a continued pandemic and a pricey stock market, but mixed news this week and continued grim virus milestones make the market rally look increasingly fragile.

Coronavirus recovery: US economy’s plunge and waning sentiment put investors on edge
Opinion | How stock market reforms will drive China tech investment and innovation

Updates to registration-based public offering rules, making it easier for tech companies to list on local exchanges are at the heart of the reforms. They should attract fast-growing tech companies and galvanise investment opportunities in China.

26 Jun 2020 - 10:23PM

Updates to registration-based public offering rules, making it easier for tech companies to list on local exchanges are at the heart of the reforms. They should attract fast-growing tech companies and galvanise investment opportunities in China.

How stock market reforms will drive China tech investment and innovation
Macroscope | Coronavirus or not, China must focus on the big picture: economic reforms

For China, the short-term coronavirus shock is coming on top of an economic slowdown. Policymakers remain cautious about an all-out stimulus, and will be eyeing long-term reforms to improve economic structure and boost productivity.

22 May 2020 - 10:21PM

For China, the short-term coronavirus shock is coming on top of an economic slowdown. Policymakers remain cautious about an all-out stimulus, and will be eyeing long-term reforms to improve economic structure and boost productivity.

Coronavirus or not, China must focus on the big picture: economic reforms
Macroscope | China is focused on softening the economic blow of coronavirus, not making a quick recovery

Since China’s recovery trajectory will be shaped by external events, including the effects of the pandemic in its demand markets, Beijing is focusing on domestic priorities like jobs, small companies and loosening financial conditions.

24 Apr 2020 - 10:25PM

Since China’s recovery trajectory will be shaped by external events, including the effects of the pandemic in its demand markets, Beijing is focusing on domestic priorities like jobs, small companies and loosening financial conditions.

China is focused on softening the economic blow of coronavirus, not making a quick recovery