Insights

  • 28 Feb 2019 by Pamela Meenan

     

     

     

    Why should you care about Chinese onshore equities? How do you invest? Is investing in so-called ‘A-shares’ worth the risks?

    China’s Local Equity Market: ‘…How and Where and Who’, a companion piece to China’s Bond Market: ‘What and Why and When…’, seeks to answer these questions.

    Rudyard Kipling’s six honest serving-men ‘(They taught me all I knew); Their names are What and Why and When, And How and Where and Who’ provides an analytical framework to help explain China’s onshore equity market.

    We look at what the A-share market is, who the players are and the factors that drive the market. We show how foreign investor access has improved over the years. We also examine the risks that demand an active investment strategy based on rigorous research.

    For investors looking for a deeper understanding, we employ our proprietary analytical framework to generate a 10-year outlook for investment returns. We also dig deeper into the small but important improvements in corporate governance. These show how efforts to make this market more professional are bearing fruit.

    Read the full report here