China equities: casting far and wide for growth opportunities
We see a broad set of opportunities in China’s onshore and offshore equities as the economy returns to normality.
Long-term structural themes in Asia such as lifestyle upgrades and increased access to technology, health care and financial services are presenting people in the region more choices, comfort and convenience. In turn, new market players have emerged, challenging some of the established businesses, while other companies are poised to benefit from the surge in demand.
What our Emerging Markets and Asia Pacific Equities team knows2,3
APAC ex-Japan equities: earnings growth by sector3
FINANCIAL SERVICES AT CUSTOMERS' FINGERTIPS
Room to grow in mutual fund penetration in Asia4
ON THE ROAD AGAIN?
While we believe changing structural trends in Asia can present compelling investment opportunities, a diversified and prudent approach to capture Asia’s growth potential is key.
Leveraging our on-the-ground research which focuses on company fundamentals, our investment professionals integrate bottom-up stock selection with structural themes, seeking to capture opportunities with long-term growth potential.
Accessing growth and income opportunities across Asia