China standalone investing

Analysis, views and statistics on China and standalone investing

China: out of lockdown - into recovery?

As China's lockdown eases, will the economy recover in 2020 and 2021? What is the investing outlook for China equities and bonds?

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China standalone investing strategies – why and why now?

China standalone investing can give you more China exposure than by just investing in a global index.

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What is a China standalone investing strategy?

A standalone investing strategy recognises China's weight in the world economy and treats it as a standalone asset class, in much the same way that investors think of the US, Japan, or Europe.

The IMF estimates that China is the second largest economy in the world, measured according to market exchange rates.

Source: IMF, October 2019

USD 1.94trn of estimated online retail sales in China in 2019 – 3x more than in the US.

Source: Alizila, 2020

In 2019, Chinese companies filed 58,990 patents, more than any other nation.

Source: IWPO, 2020

China accounted for 28.4% of global manufactured goods in 2018.

Source: World Economic Forum, 2019

China Translated – April 2020

Hayden Briscoe, Head of Fixed Income, Asia Pacific, updates on a new world for investors and how fixed income investing will have to change.

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What is the benefit of a China standalone investing strategy?

Higher exposure to China's growth story. Global indices such as MSCI Emerging Markets and MSCI All Cap World Index (ACWI) tend to underrepresent China.

For example, China stocks are 4.9% of the MSCI ACWI1, but the IMF says that China accounted for more than 15% of the world economy in 2019.

By taking a dedicated approach, investors may get higher exposure than in a generic global equity allocation modeled on a benchmark.

1 MSCI ACWI, March 2020; 2: IMF World Economic Outlook, October 2019. Expressed in USD converted from national currency into market exchange rates.

China will overtake the US as the world's largest economy in 2026

Source: PWC, 2018
Note: Measured in market exchange rates

China had 129 companies on the Fortune 500 list in 2019, more than any other country

Source: South China Morning Post, 2019

Chinese tourists spent USD 277bn in 2018, making them the top spenders globally

Source: South China Morning Post, 2019

China had the world's second largest bond market at the end of 2019

Source: UBS Asset Management, March 2020

Five reasons for a China standalone strategy

How can investors best capture growth in China's economy, stock and bond markets? Here's five reasons why a dedictaed, standalone investment strategy makes sense.

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China: spotlight on a standalone allocation

How can investors capture China's growth story? Our experts believe a standalone allocation is worth considering.

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