For Investment Professionals Only

The Investor's Guide to China: China's Onshore Markets (#18)

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China's economy and its markets have faced a number of headwinds in 2022. Slowing growth, geopolitical uncertainty, the impact of the country's Covid policy, and how the PBOC, or the Chinese central bank, is manoeuvring how they ease monetary and fiscal policy as most other global banks move in a more hawkish direction. But despite all that, the opening up of China's onshore financial markets has been kicking into high gear throughout this same period. In fact, we've seen a drumbeat of announcements about the world's biggest investment companies, Fidelity International included, moving deeper into China's onshore market, either by setting up wholly-owned local subsidiaries or, for instance, many global banks who have been taking control of their existing joint ventures. In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, are joined by Jing Ning, a senior advisor for China equities, and Alvin Cheng, Fixed Income Portfolio Manager, to discuss how China’s loc