China A: Opportunity for Active Managers (William Blair)
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.
- Perspective Global Equity: Why China A, Why Now? (William Blair)
- Shift Your Emerging Market Consumer Exposure from MNCs to Local Stocks (FE Trustnet)
- China M&A a Bright Spot Amid Regional Decline (The Asset)
- AmCham China: 60% of Foreign Companies Feel Unfairly Targeted
- Renminbi’s Share of Global Payments Falls (The Asset)
- Podcast: A Beginner’s Guide to Investing in China (KraneShares)
- Both Apple and Android Use is Growing in Chinese Third-tier Cities (Tech in Asia)
- Korea & Taiwan Use Renminbi for Majority of Payments with China & Hong Kong (The Asset)
- Developments in the Reform of China’s State-Owned Enterprises (Mobius Blog)
- Don’t Believe All the Doom and Gloom Scenarios for China? (FT)