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An Emerging Equity Opportunity: China A-Shares

This piece offers a strategic perspective on Chinese A-Shares, and while we recognize the risks inherent in investments in China, the longer-term investment thesis holds in today’s environment.

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China has opened its local (A-shares) stock market to foreign investors, which means investors will get increased exposure to China over the coming years as both indices and investment managers increase their exposure to Chinese A-share equities. China may not be the most obvious of investments now given COVID-19, US-China trade wars, and various other macroeconomic and market risks, however we believe that investors with an “Opportunity Allocation” may benefit from a specialist mandate for Chinese A-shares.

This piece offers a strategic perspective on Chinese A-Shares, and while we recognize the risks inherent in investments in China, the longer-term investment thesis holds in today’s environment.