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Chinese equities in the Year of the Ox

In this interview, Caroline Yu Maurer discusses the prospect of Chinese equities and the key opportunities in onshore and offshore markets in 2021
08 February 2021
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    Summary

    • With China bouncing back from the pandemic, corporate earnings growth looks poised to expand from a low base, supported by an inventory restocking cycle and robust exports
    • The latest Five-Year Plan will open up opportunities around three major themes – digitalisation, technology localisation and domestic demand – and refine the investable universe over the next five years, in our view
    • In China's A-share market, the so-called "new economy" companies in healthcare, consumer products and technology continue to provide high quality and promising growth opportunities to investors