If you invest in China, you need exposure to A-shares, according to Chelsea Financial Services.
Investors should look beyond the lull in Chinese stocks and boost exposure to A-shares to reap growth-related rewards over time – and before index providers catch up, says Schroders.
An A-share “innovation” fund has been launched by UOB AM. Separately, Malaysian investors have turned positive towards China equities.
Months after it liquidated its previous China onshore Ucits following the departure of the firm’s China equities head.
The firm is also expected to roll out an income fund in the SAR.
Certain travel-related companies continue to exist despite the Covid-19 pandemic and they have long-term investment appeal, says a portfolio manager at the firm.
Despite delistings of A-share ETFs by various firms, CSOP believes that the product is differentiated in Hong Kong due to the focus on small and mid-caps.
Despite a wide range of destabilising macro troubles, Chinese domestic shares are well-supported by structural growth and official policies.
Chinese equites should be treated as a separate investment “sleeve” as their weighting within EM indices approaches 50%, according to JP Morgan Asset Management.
Robeco argues that the increasing internationalisation of China’s stock markets will force Chinese companies to take ESG seriously.