China inside out: onshore and offshore bond opportunities
Consider the income potential of China as inflation looms and rates stay low.
The QR code has become a symbol of China’s digital economy. It is now commonly used in daily life when dining out, fitness classes, refuelling at gasoline stations or even buying groceries at street markets. Settling transactions by scanning a QR code with a mobile phone is a norm in today’s ‘cash-free’ China.
Still, China’s technological innovation is going beyond digital payments and smart phones. Innovative trends are already emerging in cloud-computing and new energy vehicles.
1. Who are the domestic champions that could emerge from China’s digitalisation1?
Subscription spending in selective SaaS applications in China
2. What are the growth drivers for China’s EV industry1?
Accessing all-encompassing China-focused solutions
“An inward pivot and increasing demand for digitalisation and clean energy products can drive China’s technology innovation forward, presenting growth potential in equities.”
Investment Specialist, Emerging Markets and Asia Pacific Equities Team