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Embracing Disruption

Ten Reasons to (re)consider China Equities

The last decade has been a rollercoaster for China equity investors. Shifting policies, geopolitical tensions, and uneven growth have driven sharp market swings. In our view, however, investor sentiment has swung from excessive optimism to undue pessimism. While the last few years have certainly been more challenging given the macro environment, nonetheless China has made significant advances which, until recently, were underappreciated and undervalued.

In this context, the recovery over the last year has been encouraging. We see this as the start of a more sustained rebound. In this article we outline 10 reasons why we think investors should reconsider China equities both in terms of their potential for long term returns and also the contribution they can make towards a balanced portfolio of global equity investments.

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