- The unpredictable nature of politics and government action within individual countries has long been fundamental to institutional investors’ case for disaggregating international exposure.
- Recent moves by the Chinese government in balancing social agenda versus growth (implementing anti-monopoly, data security and industry-specific regulations) have caused significant investor reaction, sending the markets into a frenzy.
- Beijing’s aim is to develop China into a “modernized socialist economy,” which seems to be driving these new regulatory efforts that target common prosperity, green development, and independence in key technologies/industries.
For further details see:
The Certainty Of Change: Evolution Of Investor Access To China