China: A force that needs to be understood
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