- Economic fundamentals, strategic policies, a weak dollar and a range of cyclical and secular tailwinds support the bullish case for Chinese equities.
- Over recent years, policymakers have taken gradual but deliberate strides designed to promote increased investor inflows and access into China.
- Total inflows into Chinese onshore debt also strengthened throughout 2020, as interest rate normalization created a relatively more attractive interest rate environment for foreign investors.
- Chinese businesses are positioned to enjoy a longer runway for key secular trends, while leading the world in others.
For further details see:
Setting Out The Bullish Case For China