I’d like to explain why the China A-Share market structure and characteristics present unique opportunities for active managers.
Specifically, the ownership structure of China A-Shares, characterized by limited foreign investment and a high share of retail investors, supports growth as the share of foreign investment is poised to increase and domestic flows are supportive.
And because the China A-Share market is uncorrelated, under-researched, and inefficient, investment opportunities should abound for active managers committed to fundamental research.
- China’s Innovation Boom Benefits Active Managers (William Blair)
- Perspective Global Equity: Why China A, Why Now? (William Blair)
- China: From Smokestack to Labtech (William Blair)
- Why Tencent’s Golden Share Arrangements Could Be Worse for Investors Than Alibaba’s (China Tech Shorts)
- The Case for Dedicated China Exposure (Cambridge Associates)
- MSCI’s Decision on China’s Onshore Stock Market
- Don’t Believe All the Doom and Gloom Scenarios for China? (FT)
- Didi Ekes Out 1% Gain After New York IPO Pop Fizzles (Nikkei Asia)
- China’s Investment Managers Abandon the Retail Market to Focus on Wealth Management Market (FT)
- Templeton’s Chow: “No Reason the Goat and the Bull Cannot be Friends” (Mobius Blog)
- China is Going After Foreign Car Makers (Fitch Ratings)
- Aberdeen Asset Management’s China Update
- Tech Sector Can Power Emerging Market Portfolios (FE Trustnet)
- Occupy Central Protests Will Hurt These Hong Kong Stocks (SCMP)
- Developments in the Reform of China’s State-Owned Enterprises (Mobius Blog)