Gallery: Five investment themes for China's Year of the Dog

clock • 1 min read

Chinese New Year celebrations have arrived, as we leave behind the Year of the Rooster and usher in the Year of the Dog. So what are the key investment themes to look out for in China in the coming year?

Chinese New Year celebrations have arrived, as we leave behind the Year of the Rooster and usher in the Year of the Dog. So what are the key investment themes to look out for in China in the coming year? Investec strategist Michael Power, Greg Kuhnert, portfolio manager of the Investec All China Equity Strategy, and Wilfred Wee, portfolio manager of the Investec All China Bond Strategy, highlight five key themes.  

To continue reading this article...

Join Investment Week for free

  • 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
member?

Login

More on Asia

China's first quarter GDP growth beats expectations with 5.3% year-on-year jump

China's first quarter GDP growth beats expectations with 5.3% year-on-year jump

Beats expectations

Eve Maddock-Jones
clock 16 April 2024 • 2 min read
Fitch Ratings downgrades China's credit to 'Negative' as deficits 'erode fiscal buffers'

Fitch Ratings downgrades China's credit to 'Negative' as deficits 'erode fiscal buffers'

Transitioning to less property-reliant GDP

Eve Maddock-Jones
clock 10 April 2024 • 2 min read
EFG's Afzal and Gerlach: A letter from Hong Kong

EFG's Afzal and Gerlach: A letter from Hong Kong

Notes from recent investment trip

Moz Afzal and Stefan Gerlach
clock 28 March 2024 • 4 min read
Trustpilot