Investment Insights 

China Equities and Greater China Equities Update

6 October 2017

Reforms in the state-owned sector – supply-side reforms, sector consolidation and mixed ownership initiatives – have helped China manage its slowing economy and avoid a painful “hard landing” amid a global contraction.

 

China Equities and Greater China Equities Update

29 March 2017

In this latest update, we focus on the investment opportunities in Shenzhen and highlight two of our largest Shenzhen-listed holdings.

 

First State Stewart Asia – China Equities Update

July 2016

In this update, we highlight some of the key areas that investors should be aware of when investing in China’s state-owned sector and a brief history of China’s state-owned enterprise reforms.

 

First State Stewart Asia - China Equities Update

December 2015

A brief look at China’s reform initiatives and investment highlights from our China portfolios.