Investors who want to diversify their global portfolios should certainly consider China, as policymakers there are charting a different course to their western counterparts.
As China slows after a strong 2020 and 2021, there will be policy divergences just as the US and Europe gain, in parallel, momentum.
China’s muscle flexing to fix its problems is set to keep investors cautious until the domestic economy garners more growth.
We were very interested in understanding the key factors of investing in China during this 2022. We had the insights from Alliance Bernstein, Federated Hermes and BNP paribas AM.
Senior market strategist APAC Chi Lo discusses how Beijing has shifted to a pro-growth policy and away from painful economic restructuring as growth momentum slows to levels below what is tolerable to Chinese policymakers.
2021 was a difficult year for Chinese equities, but Vincent Che, Fund Manager, Ping An Asset Management, and Oliver Lee, Investment Director, explain why the backdrop is improving.
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