A golden era? Resilience, secular growth and attractive valuations make China a sure bet for investors

Deep Dive into China

Rob Mumford of GAM Investments

Rob Mumford of GAM Investments

Chinese equities continue to look well positioned, driven by a return to economic normalisation and a supportive policy backdrop.

We frame our positive Chinese equity view around the four key pillars of cyclical resilience, premium secular growth, an improving quality of growth and attractive valuations. The experience of Covid-19,...

To continue reading this article...

Join Investment week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space

  • Get ahead of regulatory and technological changes affecting fund management

  • Important and breaking news stories selected by the editors delivered straight to your inbox each day

  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts

  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week


More on Asia

Demand for long-term European-domiciled funds continued to slow in September

China equity funds 'unloved' in September as demand for long-term funds slows

Demand for long-term European-domiciled funds continued to slow in September as inflows dropped to €57.6bn for the month.

clock 26 October 2021 • 1 min read
Sahil Mahtani of Ninety One

Taiwan-US relationship has driven assertive China

The prospect of an escalation in the Taiwan straits has gathered steam in recent years, a product of increased Chinese assertiveness, in both rhetoric and military action, over Taiwan.

Sahil Mahtani
clock 25 October 2021 • 2 min read
Mining boosted UK dividends in Q3, while oil also made a comeback

UK dividends surge again in Q3 but 'caution needed' for 2022

Link Group’s latest UK Dividend Monitor

clock 25 October 2021 • 4 min read