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Why China now?
12.04.2019
Co-portfolio manager, Wenchang Ma, believes it’s time to change the conversation when it comes to China.
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Four questions answered on MSCI’s quadrupling of China A-Share inclusion
28.02.2019
Why might a sharp increase in China A-share weighting represent a milestone in the evolution of China’s domestic equity capital markets?
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Five investment themes for the Year of the Pig
04.02.2019
Chinese New Year arrives on 5 February. After getting severely mauled in the Year of the Dog, what are the investment themes we’re rooting out for in the Year of the Pig?
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Michael Power: Money Life Interview
11.01.2019
In this interview Michael Power explains his expectations for a 'rollicking' market in the first half of 2019.
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Inclusion and transformation in 2019
11.01.2019
The Year of the Dog, proved volatile so far, but we believe the long-term investment case remains sound.
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Chinese New Year: Five investment themes for the ‘Year of the Dog’
28.11.2018
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?
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Corporate governance, advocacy and engagement in China: winds of change
30.04.2018
Corporate governance has improved since the early days of the Chinese stock market in the 1990s. It has been modernised, in terms of both the legal and regulatory frameworks, in line with its increasingly open markets.
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The Zen Series
20.03.2018
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.
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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.
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Why China Now series
27.11.2017
This series of papers will introduce you to the key questions related to the current investment environment in Chinese equities: ‘Why invest in China?’, ‘How can an active manager add value in Chinese equities?’, and ‘What are the implications for investors of the evolving Chinese equity market structure?’.
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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.
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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.
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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.
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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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