Why now is the time to reconsider China


China is changing. Its economic growth is increasingly driven by innovations and investment in technology, data and science. Its capital markets are developing with a similar energy, on their way to becoming an integrated part of the global financial system.

Now is the time to get ahead of the opportunities as an investor.



Innovation, transformation and investment: key drivers of China’s growth


Advanced-manufacturing sectors such as ecommerce, biotechnology and electric vehicles have the potential to add more value to China's economy than traditional manufacturing, and investment flows reflect this. China's leadership role in these areas ensures that it will no longer be seen as a country that imitates others’ success.

The New China

China is pursuing its own transformative path to growth. Participate in this unique investment story.

What will the “China of the future” look like?

Some of China’s most significant transformational efforts include the success of domestic brands, a growing emphasis on sustainability and a commitment to leadership in advanced technologies. Supported by investments in R&D and infrastructure, these transformations are set to change the face of the Chinese economy over the coming decades.

  • Improvement in product quality is boosting dominance of local brands
  • In 2010, only 10% of smartphones sold in China were domestic brands; now it's close to 90%1
     

  • China plans to achieve carbon neutrality by 2060 (and peak CO2 before 2030)
  • China has been the largest investor in renewable energy over the last decade2

  • Healthcare: drug development is surging; China is the world's largest genetic databank3
  • Cryptocurrencies: watch out for the first truly digital currency in a major global economy

How can China help diversify your investments?

Icon: directions China’s markets have historically exhibited low correlations to other major markets – meaning they frequently move in different directions. This means investing in China could potentially bring diversification benefits.

Icon:chart Equities are available in a range of exchanges – from Shenzhen and Hong Kong listings to the Nasdaq-like STAR market.

Icon: coins Bonds can be accessed in onshore and offshore markets, and denominated in US or Chinese currencies, to help achieve a range of diversification objectives.

Our China expertise is deep and broad

In many ways a unique market, China is still unfamiliar to many investors. Partnering with someone who understands this dynamic region is critical. At Allianz Global Investors, we have a wealth of research capabilities across our investment platform, including proprietary insights from our Grassroots Research® team, with correspondents in China and across Asia.

China expertise infografic

China Uncovered – your guide to China’s equity markets

China is pursuing its own path of hybrid development following its “dual circulation” strategy which targets greater self-reliance. It aims to reduce foreign trade dependence by investing in key areas for R&D (think science, technology and healthcare) whilst promoting these capabilities globally.

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Recent insights

Last year was challenging for Chinese equities, as the market was buffeted by Covid lockdowns and a struggling property sector. Investors will be hoping the upcoming Year of the Rabbit is more rewarding, as the macro storm clouds clear, business confidence returns, and key sectors look set to continue to benefit from the government’s drive to increase China’s self-sufficiency.

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China has a long history at the forefront of innovation, and government policy is ensuring it continues that tradition to drive the next stage of the country’s ongoing economic growth story.

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China insights

China’s long-term growth trajectory has been derailed by several challenges in recent months, but the government response and the country’s economic momentum should help it find a way through these setbacks.

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China insights

China’s zero-Covid approach and regulatory challenges have unsettled markets, but we don’t think they alter the long-term investment case. Renewed government policy support and a commitment to a high-tech, carbon-free economic future should encourage long-term investors to take a fresh look at China.

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China insights

As China’s economy quickly transforms itself, a thematic approach based on structural macro trends is an effective way to identify the winners.

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China insights

Decarbonising a country that burns half of the world’s coal every year is a huge task. Yet the transition will bring investment opportunities in both “new-economy” and “old-economy” sectors.

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For details, please email us at sgenquiry@allianzgi.com or visit our distributors to get more information.
   



  • Infographic: Allianz Global Investors’ China expertise
    Source: Allianz Global Investors. Assets under management data as at 31 January 2021.

    Grassroots® Research is a division of Allianz Global Investors that commissions investigative market research for asset-management professionals. Research data used to generate Grassroots® Research reports are received from independent, third-party contractors who supply research that, as far as permissible by applicable laws and regulations, may be paid for by commissions generated by trades executed on behalf of clients.

     

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