China’s equity market now comprises more than 6,000 listed companies, offering a broad and diverse opportunity set. Navigating such depth requires a clear macro framework.
Global markets have turned more jittery recently, though the drivers of volatility vary across asset classes. In China, selling in several large-cap technology stocks has unsettled sentiment. Yet, in our view, short-term swings do not alter the medium- to long-term investment case. China appears to be entering the early stages of a new economic expansion cycle, with technology and consumption likely to serve as its main growth engines. Against this backdrop, three themes stand out for investors seeking structural growth opportunities.
