We have a distinguished history in China. Our award-winning bond team started investing in offshore China bonds as early as 2002, while the equity team has managed Greater China equities since 2005.

The complexity of the China A share market and its many unique characteristics mean that a detailed understanding of the market, its nuances and macro policies is needed to identify the best opportunities. Our Shanghai-based research team provides extensive company knowledge and research experience, helping us to deliver differentiated investment performance to investors. Our on-the-ground presence provides us with deep insights into the local market, enabling us to come up with alpha-generating investment ideas. The distinct sector specialisations within the research team help us uncover hidden champions, beyond the traditional large cap companies.

Our China A Shares Growth Strategy’s lead investment advisor has 22 years (as of December 2022) of investment experience in the China A-share market; one of the longest tenures in the region. Together, the team is able to navigate the fast-moving and highly complex market for investors.

For more information on how to invest in these strategies, contact us here.

Insights

View all
India and China: Redefining resilience

in insights

Equity

India and China: Redefining resilience

04 Sep

India and China have unique factors which will help them to be more resilient during ...

A durable approach to Japan equities

in insights

Equity

A durable approach to Japan equities

28 Aug | Japan Equity Team

The ongoing structural changes make Japan the stand-out market globally.

30 years of Asian equities: A journey of growth and opportunities

in insights

Equity

30 years of Asian equities: A journey of growth and ...

14 Aug

Asia’s financial markets have been a gateway for investors to tap into the region’s ...

30 years of Asian growth: A story of resilience and untapped potential

in insights

Equity

30 years of Asian growth: A story of resilience and ...

31 Jul

Asia’s growth model has evolved over the last 30 years and the region will continue to ...

Indonesia’s electric vehicle value chain opportunities

in insights

Equity

Indonesia’s electric vehicle value chain opportunities

10 Jul | Equity Team

Indonesia’s growing middle class will underpin vehicle sales.

Vietnam: A unique blend of growth and diversification

in insights

Equity

Vietnam: A unique blend of growth and diversification

26 Jun | Ngo The Trieu

Vietnam equities delivered attractive returns over the last five years.

Why an Emerging Markets ex China strategy still holds value

in insights

Equity

Why an Emerging Markets ex China strategy still holds value

12 Jun | Navin Hingorani

A value-driven EM ex China strategy tends to outperform in the long term.

India elections: Key reforms likely to continue amid coalition dynamics

in insights

Equity

India elections: Key reforms likely to continue amid ...

06 Jun

Key reforms are likely to continue as India’s new government navigates coalition ...

Japan’s small and mid-caps: An overlooked opportunity

in insights

Equity

Japan’s small and mid-caps: An overlooked opportunity

17 Apr | Max Godwin

The pressure to improve balance sheets is growing in Japan; small and mid-cap stocks ...

China: Awaiting the catalysts

in insights

Equity

China: Awaiting the catalysts

10 Apr | Jingjing Weng

The worst of the Chinese economy appears to be behind us, but the road ahead remains bumpy.