China is changing
China is reforming and restructuring its economy to leverage its paramount capacity to innovate. Its creative power, particularly in the AI field, remains underappreciated and China currently offers investors a long-term growth story based on deep markets that remain attractively priced. Now is the time to get ahead of the opportunities as an investor.
Taking the lead: China’s ascent
China is now a leader, not a follower, across many significant industries that fit with today’s global megatrends – AI, renewable energy, and electric vehicles, to name a few. As the economy reforms to reflect this new reality, many Chinese products and services will become the go-to choice for innovation and quality, rather than just price.
Structural growth potential
In the current market, structural growth potential is defined by the dynamic trends reshaping industries. Key influences include the drive for self-sufficiency, advancements in AI, evolving consumer preferences, and an intensified focus on shareholder returns. Together, these factors present significant growth opportunities across various sectors.
Self sufficiency
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Artificial Intelligence
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New consumption
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Healthcare / biotech
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Shareholder returns / dividends
How China can help diversify your investments
China’s markets have historically exhibited low correlations to other major markets – meaning they frequently move in different directions. This means investing in China could potentially bring diversification benefits.
Equities are available in a range of exchanges – from Shenzhen and Hong Kong listings to the Nasdaq-like STAR market
Structural growth potential:
Source: UBtech, Reuters, Allianz Global Investors. The information above is provided for illustrative purposes only, not an indication of expected results. It should not be considered a recommendation to purchase or sell any particular security or strategy or an investment advice. Because market and economic conditions are subject to rapid change, all opinions and views expressed constitute judgments as at the date of the writing and may change at anytime without notice and with no obligation to update. Past performance, or any prediction, projection or forecast, is not indicative of future performance.
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