Tide may be about to turn: Why the service sector holds the key to China's recovery

Deep Dive into Chinese equities

clock • 3 min read
John Leiper of Tavistock Wealth

John Leiper of Tavistock Wealth

The narrative of 2020 equity market losers becoming 2021 winners has played out so far this year with the rotation out of growth stocks and into value and more cyclical parts of the market.

This theme is also evidenced by China's notable reversal of fortunes. Since mid-February, the CSI 300 index of Shanghai- and Shenzhen-listed stocks has fallen 12%, three times the MSCI Emerging Market...

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

Andrew Harmstone of Morgan Stanley Investment Management

Deep Dive: Look for catalysts of outperformance

Strong rally in equities

Andrew Harmstone
clock 22 October 2021 • 3 min read
Thomas Coughlin of Kinesis Money

Fool me twice: The lessons we are yet to learn in the 100 years since Weimar hyperinflation

Need to recognise inherent flaws in current system

Thomas Coughlin
clock 22 October 2021 • 3 min read
The bank has pushed back against claims it may offload its asset management arm

State Street disavows claims of asset management sale - reports

Sparked by Invesco rumours

James Baxter-Derrington
clock 22 October 2021 • 1 min read