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?

Read more

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.

Read more

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.

Read more

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.

Read more

China: spotlight on a standalone allocation

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

Read more
UBS logo, to home page UBS logo, to home page

UBS Asset Management - Deutschland

Die Nutzung der Seiten „Institutionelle Partner“ und „Vertriebspartner“ ist nur für diese Gruppen gedacht und darf nur gemäß den Vorgaben von UBS Asset Management und unter Wahrung der Vertraulichkeit der erlangten Informationen gemäß diesen Zugangsbedingungen erfolgen.

Die Seiten sind nicht für Privatanleger eingestellt worden und können auch solche Informationen enthalten, die ausschließlich für professionelle Kunden oder geeignete Gegenparteien bestimmt sind und die deshalb nicht alle Anforderungen des § 4 WpDVerOV erfüllen.

Der Nutzer wird die folgenden Fondsinformationen vertraulich behandeln und insbesondere nicht an Dritte weitergeben.

Die Verpflichtung zur vertraulichen Behandlung gilt nicht für Fondsinformationen, die allgemein zugänglich sind, wie die übrigen im Portal, über die oben genannten Informationen hinaus verfügbaren Informationen über Fonds, wie z.B. allgemein zugängliche Marktinformationen und nicht besonders gekennzeichnete Broschüren.

UBS Asset Management hat die Fondsinformationen mit größter Sorgfalt zusammengestellt. Trotzdem kann UBS Asset Management für die Richtigkeit und Aktualität keine Gewähr übernehmen.