A share Sector Rotation Analysis Based on Big Data Under the Epidemic Situation in China
DOI:
https://doi.org/10.54691/bcpbm.v29i.2204Keywords:
A-shares, Sector rotation, Stock market, COVID-19Abstract
Due to the global coronavirus-related economic turbulence, the economy of China several transition phases. Developments throughout the geopolitical scene accelerated the its strategic change to embracing shifts from growth consumption in favor of value sectors, particularly innovation-based ones, as it was vital that investors re-consider their investment vehicles in order to maintain their profit margins. Transformations in demographic trends coupled with global technologies plus digitization, reforms, and nurturing a free market motivated the drive for equity performance on the long-term. This resulted in significant sector rotations, particularly in China’s A-share market, which witnessed sector rotations shifting from growth in favor of value sectors. Through event analysis, this paper discovered that investors majorly shifted to electronic components, computers, and healthcare.
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