Chinese assets: diversification and return

This report provides five-year forecasts for the Chinese economy and markets and demonstrates the diversification benefits of adding Chinese financial assets to a global portfolio of stocks and Assets

by Louis Finney & Max Luo 25 Aug 2020

Key takeaways:

  • We expect Chinese stocks and bonds to outperform their developed-market peers in the coming years.
  • Capital markets in China continue to evolve, helping offset demographic and trade headwinds.
  • For domestic investors, the demand for publicly traded assets should grow significantly as a growing middle class begins to diversify their wealth.
  • For global investors, Chinese capital markets offer welcome diversification benefits.