1. Guide to China

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Guide to China 4Q 2021

08/11/2021

China has been a daily fixture in the headlines this year, from regulations of the internet sector to trouble with a large property developer to rising coal prices. As a result, 3Q economic growth has decelerated and volatility in Chinese equity and corporate bond markets has picked up significantly. Looking towards 2022 and beyond, investors will need to consider the following questions:

  • How will China manage the slowdown in housing and its energy crisis?

  • Can China put a floor on economic growth?

  • Will monetary and fiscal policy be eased further?

  • How do all of this year’s reforms and regulations fit together?

  • Does China’s goal of “common prosperity” threaten private capital and foreign investment?

  • When will the equity market find its footing?

  • Where are the opportunities in Chinese equities and fixed income?

  • How can investors balance the risks and opportunities of ESG considerations when investing in China?

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