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.

DISCOVER MORE

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.

Discover more

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.

Discover more

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.

Discover more

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.

Discover more

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.

Discover more

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.

Discover more
   

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.

     

Allianz Global Investors

You are leaving this website and being re-directed to the below website outside Singapore. This does not imply any approval or endorsement of the information by Allianz Global Investors Singapore Limited contained in the redirected website nor does Allianz Global Investors Singapore Limited accept any responsibility or liability in connection with this hyperlink and the information contained herein. Please keep in mind that the redirected website may contains funds and strategies not authorized for offering to the public of Singapore. Besides, please also take note on the redirected website’s terms and conditions, privacy and security policies, or other legal information. By clicking “Continue”, you confirm you acknowledge the details mentioned above and would like to continue accessing the redirected website. Please click “Stay here” if you have any concerns.

Welcome to Allianz Global Investors

Select your role
  • Individual Investor
  • Intermediaries
  • Other Investors
  • It contains legal and regulatory notices relevant to the information contained on this website. By accessing this website, you agree to be bound by the following terms and conditions. Please discontinue your access to this website immediately if you do not accept any of these terms or conditions.


    Investments

    The content of this website is for informational purposes only and does not have any regard to the specific investment objectives, financial situation or particular needs of any particular person.

    Advice should be sought from a financial adviser regarding the suitability of any fund before purchasing units in the fund. In the event that you choose not to seek advice from a financial adviser, you should consider whether the fund is suitable for you. Prices of funds and income from them may fall or rise and cannot be guaranteed.

    Past performance of any fund or manager/ sub-manager of the fund are not necessarily indicative of future performance.

    Prospectuses for funds registered with the Monetary Authority of Singapore under the Authorised Scheme and Recognised Scheme are available, and may be obtained from Allianz Global Investors Singapore Limited or its appointed distributors. Investors should read the prospectuses before investing in such funds.


    No Reliance

    Although Allianz Global Investors Singapore Limited has taken all reasonable care that the information contained within the website is accurate at the time of publication, no representation or warranty (including liability towards third parties), expressed or implied, is made as to its accuracy, reliability or completeness by Allianz Global Investors Singapore Limited or its contractual partners.

    Opinions and any other contents on this website are provided by Allianz Global Investors Singapore Limited for personal use and informational purposes only and are subject to change without notice.

    Nothing contained in the website constitutes investment, legal, tax or other advice nor is to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision.


    No Warranty

    The information and opinions contained on the website are provided without any warranty of any kind, either expressed or implied, to the fullest extent pursuant to applicable law. Allianz Global Investors Singapore Limited further assumes no responsibility for, and makes no warranties that, functions contained on the website will be uninterrupted or error-free, that defects will be corrected, or that the website or the servers that make it available will be free of viruses or other harmful components.


    Liability Waiver

    Under no circumstances, including , but not limited to, negligence, shall Allianz Global Investors Singapore Limited be liable for any special or consequential damages that result from the access or use of, or the inability to access or use, the materials at the website.


    Linked Sites

    Allianz Global Investors Singapore Limited has not reviewed any websites which link to this website, and is not responsible for the contents of off-site pages linked to from this website or any other websites linked to this website. Following links to any off-site pages or other websites shall be entirely at your own risk.

    The only exception to the above is that Allianz Global Investors Singapore Limited will ensure that all our electronic prospectuses comply with the requirements for electronic prospectuses set out in the Guidelines on Offer of Securities made through the Internet issued by the Monetary Authority of Singapore.


    Copyright

    Copyright to this website is owned by Allianz Global Investors Singapore Limited. The copyrights of third parties are reserved. You may download or print a hard copy of individual pages and/or sections of the website, provided that you do not remove any copyright or other proprietary notices. Any downloading or other copying from the website will not transfer title of any software or material to you. You may not reproduce (in whole or part), transmit (by electronic means or otherwise), modify, hyperlink or use for any public or commercial purpose the website without the prior permission of Allianz Global Investors Singapore Limited.

    All trademarks, service marks and logos on this website are the property of Allianz Global Investors Singapore Limited and other third party proprietors where applicable. Nothing on this website shall be construed as granting any license or right to use any image, trademark, service mark or logo, and Allianz Global Investors Singapore Limited will enforce such rights to the full extent of applicable law.


    Money Laundering

    As a result of money laundering and other regulations, additional documentation for identification purposes may be required when you make your investment.


    Governing Law and Jurisdiction

    These Terms and Conditions governing Allianz Global Investors Singapore Limited's website shall be governed by and construed in accordance with the laws of the Republic of Singapore. By accessing this website's online services, you agree that in relation to any legal action or proceedings arising out of or in connection with these said terms and conditions, you hereby irrevocably submit to the jurisdiction of the courts of the Republic of Singapore.

    Approved for issue by Allianz Global Investors Singapore Limited, 79 Robinson Road, #09-03, Singapore 068897. Company Regn. No. 199907169Z.

    You may face minimal or no returns or suffer total loss of their investments if both the guarantor and the note issuer default.

     

Please indicate you have read and understood the Important Notice.