Career Contact Us
Menu

Growth. The China Way.

China is pursuing its own transformative path to growth.
Participate in this unique investment story.

Innovation

China’s technological progress has accelerated dramatically, positioning it as a global leader in several sectors. Advances in artificial intelligence, robotics, autonomous driving, and renewable energy highlight the country’s innovation-driven growth.

Reform

Policy reform has been pivotal in stabilising China’s financial markets and fostering growth. Regulatory changes targeting structural issues – including stricter IPO oversight and enhanced delisting mechanisms – are mitigating systemic risks and creating a more resilient environment.

Investment

China’s equity markets are benefiting from robust domestic liquidity and rising institutional participation. Retail investors are reallocating funds into equities, while corporates are increasing share buybacks and dividends, enhancing shareholder returns. Combined with reasonable valuations and a low correlation to global markets, these trends make China an attractive investment destination.

Self sufficiency

Geopolitics drives localisation across a range of industries – software, semiconductor, healthcare, energy supply.  Also supports development of advanced manufacturing in sectors such as autos and machinery.

>>>

Artificial Intelligence

DeepSeek a catalyst for surge in AI applications eg humanoid robots, autonomous driving, other software. Expanding ecosystem of technology hardware in support of computing power and software.

<<<

New consumption

Trading down to lower price items, more focus on consumer experience. Benefits domestic brands in areas such as pet economy, “pop toys”, snacks and beverages, jewellery and cosmetics.

>>>

Healthcare / biotech

Significant step up in new drugs under development, growing demand from global pharmaceutical companies to license domestically-produced drugs for sale outside China.

<<<

Shareholder returns / dividends

Increased focus on corporate governance and improving shareholder returns. Central bank provision of credit for share buybacks and dividends. Higher dividend yields favoured in lower interest rate environment.
Bonds can be accessed in onshore and offshore markets, and denominated in US or Chinese currencies, to help achieve a range of diversification objectives.

China’s markets have historically exhibited low correlations to other major markets – meaning they frequently move in different directions. This means investing in China could potentially bring diversification benefits.

Equities are available in a range of exchanges – from Shenzhen and Hong Kong listings to the Nasdaq-like STAR market

The China Briefing

China Briefing provides timely insights on the trends defining one of the world’s most dynamic equity markets. Join us on this journey with the views of our China equity team and their on-the-ground assessments of this continuously evolving story.

Discover More

Allianz Global Investors

You are leaving this website and being re-directed to the below website. This does not imply any approval or endorsement of the information by Allianz Global Investors Asia Pacific Limited contained in the redirected website nor does Allianz Global Investors Asia Pacific Limited accept any responsibility or liability in connection with this hyperlink and the information contained herein. Please keep in mind that the redirected website may contain funds and strategies not authorized for offering to the public in your jurisdiction. Besides, please also take note on the redirected website’s terms and conditions, privacy and security policies, or other legal information. By clicking “Continue”, you confirm you acknowledge the details mentioned above and would like to continue accessing the redirected website. Please click “Stay here” if you have any concerns.

Welcome to Allianz Global Investors, Asia Pacific

Select your role
  • Institutional Investor

  • The website is for use by qualified Institutional Investors (or Professional/Sophisticated/Qualified Investors as such term may apply in local jurisdictions).

    Please read this page before proceeding. By clicking to “OK” this site, the entrant has agreed that he/she has reviewed and agreed on the terms contained herein in their entirety including any legal or regulatory rubric and has consented to the collection, use and disclosure of his or her personal data as set out in the Privacy referred to below.

    The information contained in this website is made available for informational purposes only. Any form of publication, duplication, extraction, transmission and passing on of the contents of this website is impermissible and unauthorised.

    Local Restrictions

    This website or information contained or incorporated in this website has not been, and will not be submitted to, become approved/verified by, or registered with, any relevant government authorities under the local laws. This website is not intended for and should not be accessed by persons located or resident in any jurisdiction where (by reason of that person's nationality, domicile, residence or otherwise) the publication or availability of this website is prohibited or contrary to local law or regulation or would subject any AllianzGI entity to any registration or licensing requirements in such jurisdiction. It is your responsibility to be aware of, to obtain all relevant regulatory approvals, licenses, verifications and/or registrations under, and to observe all applicable laws and regulations of any relevant jurisdiction in connection with your entrant to this Website.

    This website or information contained or incorporated in this website have been prepared for informational purposes only without regard to the investment objectives, financial situation, or means of any particular person or entity. The details are not to be construed as a recommendation or an offer or invitation to trade any securities or collective investment schemes nor should any details form the basis of, or be relied upon in connection with, any contract or commitment on the part of any person to proceed with any transaction. The details are also not to be construed as soliciting/ promoting any financial products or services or a recommendation to purchase or sell any particular security or strategy or an investment advice.

    Forward-looking statements

    The views and opinions expressed in this website or information contained or incorporated in this website, which are subject to change without notice, are those of Allianz Global Investors at the time of publication. While we believe that the information is correct at the date of this material, no warranty of representation is given to this effect and no responsibility can be accepted by us to any intermediaries or end users for any action taken on the basis of this information. Some of the information contained herein including any expression of opinion or forecast has been obtained from or is based on sources believed by us to be reliable as at the date it is made, but is not guaranteed and we do not warrant nor do we accept liability as to adequacy, accuracy, reliability or completeness of such information. The information is given on the understanding that any person who acts upon it or otherwise changes his or her position in reliance thereon does so entirely at his or her own risk without liability on our part. There is no guarantee that any investment strategies and processes discussed herein will be effective under all market conditions and investors should evaluate their ability to invest for a long-term based on their individual risk profile especially during periods of downturn in the market.

    The content may contain statements that are not purely historical in nature but are forward-looking statements, which are based on certain assumptions, risks and uncertainties. Actual events may differ from the those assumed. There can be no assurance that forward-looking statements will materialised or actual market conditions and/performance results will not be materially different or worse than those presented.

    No information on this website constitutes business, financial, investment, trading, tax, legal, regulatory, accounting or any other advice. If you are unsure about the meaning of any information provided, please consult your financial or other professional adviser.

    No Liability

    Allianz Global Investors shall have no liability for any loss or damage arising in connection with this website or out of the use, inability to use or reliance on the contents by any person, including without limitation, any loss of profit or any other damage, direct or consequential, regardless of whether they arise from contractual or tort (including negligence) or whether Allianz Global Investors has foreseen such possibility, except where such exclusion or limitation contravenes the applicable law.

    You may leave this website when you access certain links on this website. Allianz Global Investors has not examined any of these websites and does not assume any responsibility for the contents of such websites nor the services, products or items offered through such websites.

    Allianz Global Investors shall have no liability for any data transmission errors such as data loss or damage or alteration of any kind, including, but not limited to, any direct, indirect or consequential damage, arising out of the use of this website.

Please indicate you have read and understood the Important Notice.