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The China Update: Chinese equities - Finding alpha in the ‘old’ and ‘new’ economies

13.03.2018
We believe the Chinese market offers good long-term investment opportunities, across both the ‘new’ and the ‘old’ economy. Read more

Interview: Stock Connect turns three

17.11.2017
Wenchang Ma, Assistant Portfolio Manager, Investec All China Equity Strategy, answers questions about the relevance of Stock Connect for international investors into China and the broader investment case for China. Read more

Podcast: An active focus on China

15.11.2017
Wenchang Ma, Assistant Portfolio Manager at Investec Asset Management, discusses China and highlights the need for an active investment approach for the country. Read more

The Journal Volume 3: The evolution of China’s capital markets

21.09.2015
We are embarking on a new era in global markets: it is likely to be one that has China’s increasing integration into the global financial system at its core. Read more

The Journal Volume 3: Chapter 1 - The Big Picture

21.09.2015
Two leading Chinese economists discuss the challenges of China’s economic rebalancing. Read more

The Journal Volume 3: Chapter 2 - Framing the Opportunity

21.09.2015
It has been almost twenty years since Investec Asset Management first set sail for China. Read more

The Journal Volume 3: Chapter 3 - Accessing the Opportunity

21.09.2015
Foreign and domestic investors behave very differently on the Chinese stock markets. Read more

Institutional

Institutional

We examine the evolution of China’s capital markets and its potential impact on global markets. Read more to understand the investment opportunity that we believe China offers.

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