Deep Dive: A sustainable China is a positive for all

Commitment towards innovation

Jane Andrews, founder and CIO at BambuBlack Asset Management, looks at Chinese equities

China has weathered an elevated level of regulatory changes in 2021. Although it remains unclear whether there will be further regulatory intervention we maintain our focus on highly innovative companies, leaders in their field operating in areas of structural growth.  China's commitment to being an innovation-led economy is clear. Pair this with its demographic scale and the rapidly expanding pool of home-grown capital, all help support our belief in its long-term potential. When looking specifically at demographics, the increasing influence of overseas educated graduates returning to C...