中国股市迄今为止遭受了一年至今，拖延了贸易紧张局势，较弱的人民币疲软，以及取消政策的影响。很多人写的是，明年增长将缓慢到6％左右。
Seen differently, that sell-off is quite possibly excessive given domestic consumption is 62% of growth. And that growth is twice as fast as the US (the world’s largest economy) and three times faster than the rest of the developed world! Put simply, China is too big to ignore or just bucket together with other emerging markets.
在领先的观点,理由不投资的下巴a are all old news and, more importantly, all priced in. Sentiment has started to turn already, with record aggregated one-month inflows into on and offshore China indices in October. Valuations are however still hovering near rock bottom, meaning there’s still time to act and gain cheap exposure to real tech disruptors like Tencent and Alibaba.
So how should you invest? Over the years, there’ve been all sorts of ways to invest in China. Few active managers have shown they can deliver alpha consistently but few indices have really married up to the myriad segments of the Chinese market – except for the MSCI China. In the accompanying video, Chanchal Samadder, Lyxor ETF’s Head of Equities, explains why it works so well.
This article is for informative purposes only, and should not be taken as investment advice. Lyxor ETF does not in any way endorse or promote the companies mentioned in this article. Capital at risk. Please read our Risk Warning below.
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