China, today

An opportunity too big to ignore
China outlook – year of the Ox
An opportunity too big to ignore

The significance of China


There is little doubt that China is - and increasingly will be - a major force in directing global capital markets.

Given the current global uncertainties, we believe understanding China's economic, political and regulatory reform agenda is ever more important.

Even if you are not currently considering allocating to Chinese onshore assets, your portfolio will still be affected by decisions made in Beijing, no matter where you are invested.

The value of investments, and any income generated from them, can fall as well as rise. 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.

Featured insight

Ox tales: can China do the heavy lifting?

In the year of the ox, much hinges on whether China can sustain its recovery and pull other economies out of their pandemic slumps. But besides GDP growth, investors can ride other trends that China will strongly influence over the next 12 months and beyond. As the Chinese New Year dawns, Ninety One’s investment teams look ahead.

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