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Why investors should take another look at China (through a contrarian lens)

Insight
1 August 2024 |
Active ESG
Investors have been pessimistic on the prospects for Chinese shares of late. However, with attractive valuations currently on offer, the China Equity team believe a unique opportunity has presented itself.
Is it time to take another look at China?

Fast reading

  • Chinese equities have begun to rise from multi-decade lows, perhaps presenting an attractive entry point with potential for long-term outperformance.
  • The multi-year sell-off has created an abundance of opportunities across a wide range of attractively-valued companies.
  • Our approach is well-suited for a dynamic and volatile market which provides opportunities to generate alpha by exploiting market inefficiencies and stock mispricing.

Is it time to take another look at China?

To find out more about China Equity, please click here.

For more on this topic, please read our previous coverage:

Investments in emerging markets tend to be more volatile than those in mature markets and the value of an investment can move sharply down or up.

Is it time to take another look at China?

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