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China’s e-commerce and online services were among the few bright spots against the dismal economic backdrop this year.

China, whose market was the first to suffer the ramifications of the Covid-19 crisis, is now slowly recovering and resuming back online. Tune in to a panel discussion with FSSA Greater China Strategy’s investment team.

Each year around the Lunar New Year, factories in China switch off production and close up shop for the Spring Festival period. Factory workers who had left their rural hometowns in search of better wages in cities travel home en masse for the celebrations.

2021 will be a year of recovery. This is not surprising given last year’s economic downturn. If vaccines are being rolled out gradually during the year, we believe the economy will recover, especially those sectors that have been hit hard like travel.

While the pandemic is still far from over, a number of key leading indicators point to a healthy and broad-based recovery in China.

Investors started to turn more positive towards China after the government stepped up support for the economy last September. Domestic developments in artificial intelligence (AI) had also helped to boost market sentiment. But in recent weeks, global markets – including China equities – have been upended with chaotic announcements from the US about trade tariffs on goods imports from around the globe.

For centuries, Chinese ingenuity reshaped the world. Inventions such as paper, gunpowder, silk, porcelain and the magnetic compass transformed global trade, science and culture. Today, that spirit of innovation is evident in China’s rapid progress in next-generation technologies, from autonomous vehicles to renewable energy and artificial intelligence (AI).

FSSA Greater China strategies cover China, Hong Kong and Taiwan, with single country and regional portfolios. Our China A-Share strategy is positioned to capture major growth opportunities in China over the long term.

News about US reciprocal tariffs have rocked global markets, as President Trump announced sweeping import taxes that were far higher and affected a much broader swathe of countries than expected.

Our investment strategies cover regional and single country portfolios across the universe of small-, mid- and large-cap stocks, including Asia Pacific, Global Emerging Markets, Greater China Region, China A-Shares and India.

High-quality, durable businesses are often overlooked during thematic market rallies – but these are the companies that tend to compound value over the long term.