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Tailored for investment professionals this site provides information on our products, strategies and services. Please remember capital is at risk and past performance is not a guide to the future.

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The Zen Series

26.03.2018
China is in the midst of a bicycle bubble. This Chinese bicycle bubble is now spilling over into the rest of the world. It appears to us that this bubble can tell us a lot about how China is changing internally, and how it is changing the world. Read more

Why China now? An underappreciated opportunity

22.03.2018
The bottom-up fundamentals of Chinese companies are improving and valuations still look attractive relative to history Read more

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

Chinese New Year: Five investment themes for the ‘Year of the Dog’

16.02.2018
Chinese New Year is set to arrive on 16 February 2018, leaving behind the Year of the Rooster and ushering in the Year of the Dog. What are the key themes to look out for in the coming canine-related year? 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

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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Advisor

Advisor

How are China's capital markets evolving? What should investors consider when investing in Chinese equities and bonds?

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