The framework for investing in China has changed significantly over the past year due to micro, macro, regulatory and geopolitical factors. China is still investible, but at the right price in the right sectors. And the kinds of companies that might be future potential sources of solid returns could be quite different than in the past decade.
With that backdrop in mind, here is how Capital Group is thinking about investing in China today. READ MORE
Similar Posts:
- Is Your Emerging Market Strategy Overexposed to These 3 Factors? (KraneShares)
- Advanced Micro-Fabrication Equipment (SHA: 688012): China’s #2 Chip Tool Maker
- Accounting Fraud and Abuse Still Widespread Among Listed Chinese Stocks (CMN)
- While “Delisting” Gets Headlines, The SEC Proposes Orderly Solution (KraneShares)
- Three Investible Themes in China A-Shares (William Blair)
- Pick Stocks, Not Countries, in Emerging Markets (FE Trustnet)
- The Big Debate: ‘Is China Flashing Green? No, It’s Not’ (City Wire)
- The Strengthening Case for Investing in Asia
- Heightened Regulatory Scrutiny in China: What Investors Need to Know (Franklin Templeton)
- China is Going After Foreign Car Makers (Fitch Ratings)
- What Does China’s “Common Prosperity” Mean for Investors? (Columbia Threadneedle Investments)
- Moody’s Changes Macau’s Outlook to Stable From Negative (Moody’s)
- China: Navigating the Regulatory Landscape (UBS AM)
- The Global Power Shift Isn’t West to East – It’s Not That Simple (Charleshughsmith.blogspot.com)
- Wall Street Reacts To China’s Latest Regulatory Masterplan Which Spells Pain For The Next Five Years (Zerohedge)
