Taking a 'byte' of the thematic apple: Digitalisation key to unlocking China's remarkable growth

Tech firms to thrive as consumer trends change

clock • 4 min read
Alex Cobbold and Kwai San Wong of Sarasin & Partners
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Alex Cobbold and Kwai San Wong of Sarasin & Partners

The geopolitical decoupling of China from US-dominated economic, technology, and currency systems means China will become an increasingly important region for prospecting new investments.

But investing in China is notoriously difficult. Despite being the second largest economy in the world and growing faster than the US, China still represents only 5.5% of the MSCI All Country World Index. As thematic investors, we do not directly target exposure to regional stock markets - instead, sourcing our investment ideas from the five mega themes of digitalisation, automation, ageing, evolving consumption and climate change. The long-term shift in global dynamics will expand the range of attractive thematic opportunities in China over the next five years. By anchoring our portf...

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