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.
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