Until recently China’s role in the global economy was confined to it being the world’s largest trading nation. China is now stirring and expanding its role beyond trade to include finance and investment. We explore the Chinese investment opportunity in depth.
There is little doubt that China is – and increasingly will be – a major force in directing global capital markets. As we have seen over the last couple of years, even if you are not currently considering allocating to Chinese onshore assets today, your portfolio will still be affected by decisions made in Beijing, irrespective of where you are invested.
Given current global uncertainties, we believe understanding China’s economic, political and regulatory reform agenda is ever more important. Our Investment Institute’s Journal on the evolution of China’s capital markets and China Indicators aim to help you better understand the shifts that are taking place and the implications that could play out for investors in the medium-to-long term.
Our presence in China: Hendrik du Toit