A spate of regulatory actions across several sectors in China reached a recent crescendo that rattled markets and sent shares tumbling. But some of this selling appears overdone, creating opportunities for investors where long-term growth remains intact and policy impact is neutral - or positive.
In our recent client call, CIO Paras Anand took investors through the spate of regulatory actions across several sectors in China which saw Chinese equities plunge. Read the summary of the call where we discuss the policy impacts.
With a 14.7% share of worldwide exports in 2020, China is firmly at the centre of global trade. With it's five-year plan to reduce the country’s dependence on international trade, even as it continues to project its influence globally, China is seeking to redefine its role in the world.
