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Large, liquid and unloved: China's story runs deeper than trade

From blackrockblog.com

China’s onshore equity market, while both vast and liquid, is relatively untapped by foreign investors. Jeff Shen looks beyond the trade war to explore the makings of a unique investment opportunity. Most of what investors hear about China today centers on the trade conflict and technology competition with the U.S. These issues, and the headlines they generate, are unlikely to disappear anytime soon. Yet they mask some important and less-read “footnotes” about the world’s second-largest economy ― and the burgeoning opportunity in its onshore A-Share equity market. We find China A to be rich in opportunity for a few ... (full story)

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  • Category: Fundamental Analysis