Deep Dive: China was never uninvestable

Opportunities in Chinese equities

Early in 2021, there were many comments on whether Chinese assets remained investable. Several voices, mainly emanating out of America, proclaimed that China was indeed uninvestable.

Major issues such as human rights suddenly became entwined with government crackdowns on specific sectors, the ruthless perseverance of a zero covid policy and even their slowing economy. From a pure investment point of view, it was only really the government crackdowns that were genuinely new news. The Chinese government has pursued reformation through its 'three mountains' policies. These policies cover housing, health, and education and were deemed a necessity by the communist government. In their view, too many Chinese citizens could not afford the houses they aspired to own, pay ...