Having broadened and deepened its fixed income capabilities significantly over many years, AllianzGI is now taking the natural next step in the evolution of its fixed income offering by bringing its capabilities into an integrated, global structure.
China is on course to be the world’s largest economy by 2030, which could be the most transformative development in financial markets in the coming decade.
In our view it is the right time to get one step ahead of this opportunity – by investing actively with the right partner to help you navigate a changing market.
Click the button below to jump to our latest investment insights about China, and explore the rest of this page to learn more about this dynamic region.
Did you know that
The % of the Chinese population living in urban areas has tripled to 60% since 1980
Did you know that
China exported USD 2.5tn of goods in 2019, making it the world’s largest exporter by value
Did you know that
Increasingly an innovator, China now accounts for one third of the world’s 5G patent filings
Did you know that
Post-covid-19, China is accelerating new infrastructure such as 5G networks and data centres
Did you know that
China has the highest number of “tech unicorns” globally
Did you know that
In 2019, China surpassed the US as the top filer of international patent applications
China – the investment opportunity
Already the world’s second-largest economy, China is set to become the biggest global economy by 2030. Reforms are shifting its focus to high-value sectors such as robotics, biotech and tourism.
Given the scale of the opportunity, we think investors’ current allocations to China underrepresent the potential rewards – and we expect investors to increase their exposure steadily.
As more investors look to China, “buying the index” may not provide the right kind of access, since China is widely underrepresented in benchmark indices. An active, selective approach may provide better exposure.
China’s markets have been volatile, though their institutionalisation and transparency are improving. Yet it’s still an unfamiliar market, emphasising the need to invest with conviction – and the right partner.
Investing with conviction and the right partner
Allianz Global Investors has more than 25 years of experience investing in Chinese equities.
With our Shanghai office and strong presence throughout the region, we are well-positioned to conduct in-depth research, meet with management teams and understand the regional context.
Hear from our experts on China
Why China is an asset class in its own right
Interview with Dianna Enlund, William Russell and Raymond Chan.
7 key facts investors need to know
Once largely out of reach to foreign investors, China’s stockmarkets have opened up, attracting USD 146 billion of investor capital in the last six years through the Stock Connect programme alone. China A‑shares have grown increasingly accessible, and they give investors more direct access to China’s compelling growth story.
The time is right to use China A-shares to optimise equity allocations
The opening of the China A-share market to foreign investors – and the subsequent growing inclusion of a much larger number of Chinese companies in widely used equity indices – is poised to be, in our view, one of the most transformative events in the financial markets over the next decade.
As China recovers from the coronavirus, what’s next for Chinese stocks?
While the world battles the coronavirus pandemic, China has already made strides towards mitigating the virus’s effect on its people and economy. Although the country is not yet out of danger, we expect China’s economy to recover in the second half of this year – which could be another positive signal for China’s domestically driven A-share market.
There is no guarantee that actively managed investments will outperform the broader market. Foreign markets may be more volatile, less liquid, less transparent, and subject to less oversight, and values may fluctuate with currency exchange rates; these risks may be greater in emerging markets. Equities have tended to be volatile, and do not offer a fixed rate of return.
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