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.
Steadier economic growth is needed before investors would embrace the China A market’s attractive valuations. We expect the government to roll out more pro-growth measures and believe that fiscal rather than monetary policies will be ...
Why a Greater China portfolio makes sense
Growth investing in Asia: Seizing the opportunities from China’s new ...
Navigating China’s new environment
Ways to think about GEM allocations
Growth investing in Asia: Seizing the opportunities from China’s new growth narrative