The China today is vastly different from the China of the past. Rapid innovation and rising domestic consumption are powering higher quality Chinese growth, creating opportunities for discerning investors. As China’s economic and technological dominance grow, investors will likely need to consider making a more direct and deliberate allocation to China’s financial markets.
The Chinese government’s policy setting is guided by its core mission of stabilising growth, containing risks, encouraging equality and equity. Understanding this can provide a key source of alpha for investors. At the same time ...
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