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.
China’s return to economic normality after the global public health crisis is on track, and some domestic sectors have continued to benefit from increased demand that arose from work-from-home and other lifestyle changes.
What our Emerging Markets and Asia Pacific Equities team knows3
CHINA TECHNOLOGY Domestic champions are emerging
Selective applications/verticals in software as a service (SaaS) or subscription spending in China4
CHINA CONSUMERGoing green and premium
China’s new energy vehicle (NEV) sales forecast5
We believe China’s onshore equity markets currently offer a broad set of opportunities amid ongoing structural changes and the transformation of its economy. Companies are also moving up the value chain as they continue to innovate. But despite China’s relatively attractive investment potential, a prudent approach is crucial to capture quality opportunities.
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 long-term growth opportunities across Asia