- China is progressing with its return to economic normality and a focus on idiosyncratic, secular growth opportunities is key when investing in Chinese equities.
- Our Emerging Markets and Asia Pacific Equities team is constructive on sector leaders in technology, consumption and health care.
China offers a vast, liquid equity market with opportunities onshore and offshore. Building a global portfolio with an exposure to Chinese equities presents diversification benefits. It is also crucial to focus on quality and long-term growth potential.
Our Emerging Markets and Asia Pacific Equities team is constructive on long-term structural growth themes such as consumption upgrading, digital transformation and health care demand.