China beyond the assumptions

We believe better investment decisions start with fresher perspectives. Looking beyond familiar narratives can reveal opportunities others may miss. Nowhere is that more relevant than in China, where rapid innovation, evolving consumer trends, and structural economic shifts are reshaping the investment landscape in ways that challenge conventional assumptions.

Why invest in China?

China is changing faster than many realise. The country has become a global leader in areas such as AI, electric vehicles, renewable energy, advanced manufacturing and digital innovation, with new business models and technologies emerging at extraordinary speed.

Yet market perceptions often lag reality.
Beyond its innovation story, China represents one of the world's deepest and most diverse equity markets, underpinned by a large consumer base and long-term economic development. For those seeking fresh sources of growth and diversification, looking beyond the headlines can reveal a far richer investment landscape.

Why invest with us?

140+ Investment specialists

40 Years of experience

6+ Regions

1000–1500 Meetings per year

Track record, performance, local expertise and an established presence in China help investors diversify their portfolios. Our local teams combine regional knowledge with global investment capabilities, supported by more than 140 investment specialists across six regional offices. Each year, our investment teams gather valuable local insights through company meetings, factory visits and field research.

FAQ: Invest in China

China is home to a broad range of companies operating across technology, healthcare, consumer, industrial and renewable energy sectors. The size and diversity of the market mean investors can gain exposure to both domestic growth trends and globally competitive businesses. As China's economy evolves, new opportunities continue to emerge across multiple industries.
China's economy is becoming increasingly driven by innovation, productivity and higher-value industries. While growth today may look different from previous decades, investment is increasingly focused on advanced manufacturing, artificial intelligence, automation, healthcare and clean-energy technologies. This evolution is creating new drivers of long-term economic growth.
Innovation is becoming an increasingly important part of China's development. The country is investing heavily in research and development and has established leadership positions in areas such as electric vehicles, batteries, renewable energy, advanced manufacturing and digital technologies. Many Chinese companies are now helping shape global industries rather than simply participating in them.
As one of the world's largest equity markets, China offers access to a unique set of companies, sectors and long-term growth drivers. This can help investors broaden their opportunity set and complement investments in other regions. A dedicated allocation may allow investors to participate more fully in China's evolving economic and innovation story.
China's equity landscape comprises of two different markets. A-shares, listed in Shanghai and Shenzhen, can offer access to companies helping drive China's economic transformation, from advanced manufacturing and healthcare to technology and consumer sectors. H-shares, listed in Hong Kong, often include larger companies that are more familiar to international investors. Dual listing is not uncommon, and understanding the differences between shares can help investors gain a fuller picture of China's evolving opportunity set.
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