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
No big surprise from Bank of Japan

in insights

Equity

No big surprise from Bank of Japan

20 Mar

The Bank of Japan formally exited its negative interest rate policy and raised rates ...

Enhancing bond returns in an ESG-disrupted world

in insights

Equity

Enhancing bond returns in an ESG-disrupted world

06 Mar | Rong Ren Goh

ESG-focused bond portfolios can deliver superior risk-adjusted returns.

Normalisation bodes well for Japan equities

in insights

Equity

Normalisation bodes well for Japan equities

07 Feb | Ivailo Dikov , Oliver Lee

We believe the value story is far from over as there is still room for significant ...

Why India’s consumer boom may be the next big thing for investors

in insights

Equity

Why India’s consumer boom may be the next big thing for ...

10 Jan

Opportunities for investors in the world’s third largest consumer market.

Asian equities offer better value

in insights

Equity

Asian equities offer better value

06 Dec

Asia has plenty of unique opportunities for investors.

Six questions on Japan’s ESG progress

in insights

Equity

Six questions on Japan’s ESG progress

08 Nov | Samuel Hoang

Japan’s sustainable investment assets have grown by 16.4% on a compounded annual basis ...

Investing in Vietnam’s middle-income boom

in insights

Equity

Investing in Vietnam’s middle-income boom

02 Nov | Ngo The Trieu

Middle income households are expected to make up almost 30% of Vietnam’s population by ...

The alpha from Asia’s growing equity offerings

in insights

Equity

The alpha from Asia’s growing equity offerings

04 Oct | Fabian Graimann , John Tsai

Initial public offerings and share placements continue to appeal as funding options ...

Has the Chinese economy bottomed?

in insights

Equity

Has the Chinese economy bottomed?

20 Sep

There are tentative signs of stabilisation in the Chinese economy.