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10 most frequently asked questions for China investors and allocators
China markets witnessed strong rally since Oct 2022 trough upon China reopening and covid policy pivot, and we start to see investor flows rotating from offshore to A-shares which are expected to outperform with a longer run for rally. Where are we in China’s reopening trajectory? Who are the policy supported sector leaders well placed to outperform? These are the common questions frequently asked by our clients. In this article, we discuss the 10 most frequently asked questions that came up in our recent conversations with investors and allocators, and share more color about pockets of opportunities as China reopening evolves into the second act for economic growth recovery.
2023年3月17日
China markets witnessed strong rally since Oct 2022 trough upon China reopening and covid policy pivot, and we start to see investor flows rotating from offshore to A-shares which are expected to outperform with a longer run for rally. Where are we in China’s reopening trajectory? Who are the policy supported sector leaders well placed to outperform? These are the common questions frequently asked by our clients. In this article, we discuss the 10 most frequently asked questions that came up in our recent conversations with investors and allocators, and share more color about pockets of opportunities as China reopening evolves into the second act for economic growth recovery.
2023年3月17日

寻找成长赛道:驱动生产力爆发的亚洲创新科技
我们观察到资产配置模式在转变:在传统的地域或因子主导的基础模式上需要注入更多对新旧产业区分及大趋势发展的考量,从而在经济结构性改变中捕捉到长期超额收益。
2021年1月15日
我们观察到资产配置模式在转变:在传统的地域或因子主导的基础模式上需要注入更多对新旧产业区分及大趋势发展的考量,从而在经济结构性改变中捕捉到长期超额收益。
2021年1月15日