Everyday life disrupted: opportunities in a smart home hub
Smart home technology is unlocking a culture of convenience and driving long-term growth opportunities.
1. How are we tapping into China’s potential as the economy recovers?
China’s weight in selected indicators4
Seeking a comprehensive Chinese equity exposure with flexibility
2. Where lies the long-term structural growth opportunities in China?
Consumption upgrading: The evolution of Chinese middle-class consumption is driving demand in discretionary, staples and technology sectors as consumers are seeking more choices, comfort and convenience.
Digital transformation: The adoption and usage of digital services surged during the public health crisis, especially as employees increasingly worked-from-home. Accelerated demand for IT products and cloud collaboration office solutions is benefitting some of the market leaders.
Health care demand: Demand for health care services and products in China continues to grow, with increased spending in sectors such as health care infrastructure and preventive treatment.
Accessing all-encompassing China-focused solutions
In this video, Tai Hui, Chief Market Strategist Asia Pacific, shares our insights on the growth and income opportunities we could find in the China market.
Our China and Greater China equity solutions focus on Greater China stocks to drive quality return potential.