4Factor equities

China A shares are back

Wenchang Ma and Joanna Yang, Portfolio Managers, sit down to discuss China A shares following a strong start to 2024.

1. Juli 2024

10 minutes

Wenchang Ma
Joanna Yang
Jen Ford
The conversation focuses on

1. Why China A?
2. Why now?
3. How best to capture the opportunity.

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General risks. All investments carry the risk of capital loss. The value of investments, and any income generated from them, can fall as well as rise and will be affected by changes in interest rates, currency fluctuations, general market conditions and other political, social and economic developments, as well as by specific matters relating to the assets in which the investment strategy invests. If any currency differs from the investor’s home currency, returns may increase or decrease as a result of currency fluctuations. Past performance is not a reliable indicator of future results. Environmental, social or governance related risk events or factors, if they occur, could cause a negative impact on the value of investments.

Specific risks. Geographic / Sector: Investments may be primarily concentrated in specific countries, geographical regions and/or industry sectors. This may mean that, in certain market conditions, the value of the portfolio may decrease whilst more broadly-invested portfolios might grow. Currency exchange: Changes in the relative values of different currencies may adversely affect the value of investments and any related income. Derivatives: The use of derivatives is not intended to increase the overall level of risk. However, the use of derivatives may still lead to large changes in value and includes the potential for large financial loss. A counterparty to a derivative transaction may fail to meet its obligations which may also lead to a financial loss. Equity investment: The value of equities (e.g. shares) and equity-related investments may vary according to company profits and future prospects as well as more general market factors. In the event of a company default (e.g. insolvency), the owners of their equity rank last in terms of any financial payment from that company. Concentrated portfolio: The portfolio invests in a relatively small number of individual holdings. This may mean wider fluctuations in value than more broadly invested portfolios. Emerging market (inc. China): These markets carry a higher risk of financial loss than more developed markets as they may have less developed legal, political, economic or other systems.

Authored by

Wenchang Ma
Portfoliomanager
Joanna Yang
Portfoliomanager
Jen Ford
Portfolio Specialist

Wichtige Hinweise

Diese Kommunikation dient nur zu allgemeinen Informationszwecken und ist nicht als Beratung zu verstehen.

Alle darin enthaltenen Informationen werden als zuverlässig erachtet, können jedoch ungenau oder unvollständig sein. Die hier geäußerten Meinungen sind die des jeweiligen Verfassers zum Zeitpunkt der Veröffentlichung und stimmen nicht notwendigerweise mit den Meinungen von Ninety One überein.

Es handelt sich um ehrlich vertretene Meinungen, die jedoch keine Garantie darstellen und nicht als Grundlage für Anlageentscheidungen dienen sollten.

Alle Rechte vorbehalten. Herausgegeben von Ninety One.