A shares, B shares, H shares. Chinese equity listings can be confusing to global investors. I’m often asked what I think about a particular share market in China, why one is outperforming others, and which to invest in. I can’t tell you what to invest in, but I can give you some information which I…
BaoCap's Kevin Carter says there's no imminent landing--hard or soft--in China , and with the country's 35% contribution to global GDP growth, investors should up Chinese exposure in the consumer and tech sectors.
China's historical growth drivers have started to plateau, but many untapped industries--particularly in the services sector--are set to take the lead, says Seafarer's Andrew Foster.
As investment in fixed assets declines, consumption will drive GDP growth in China , and consumer cyclicals offer high yields and good valuations, says Matthews Asia's Jesper Madsen.