China is now home to the second largest economy and capital markets in the world, with its weight in global portfolios set to rise further in the decade ahead. A clear understanding of China is key to taking advantage of the growth, income and diversification benefits Chinese markets can provide, while also avoiding the pitfalls of investing in more inefficient areas. New topics for the quarter ahead include:

• Economy: Return to a more normal growth and policy path
• Equity markets: Volatility, value rotation and valuation discounts
• Bond markets: Providing diversification for global fixed income portfolios
• Alternatives: Investing in China’s technological innovation and digitalization
• ESG: Chinese electric vehicles and renewable energy at the intersection of two structural growth themes

DOWNLOAD THE GUIDE