Multi-asset investing in post-pandemic China: Five Takes

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This report highlights the evolution of Chinese assets and investors’ allocations to the region.

Observation 1 shows that investors outside China have low allocations to the country, with variations depending on their location and investment strategy. Chinese equities and bonds have become more accessible to international investors, and the domestic bond market has grown significantly, becoming one of the biggest globally. The report provides insights into how different institutional investors based in Hong Kong, Singapore, Japan, Europe, and the US approach their investments in China. While some are starting to consider a strategic allocation to Chinese equities, most allow additional tactical allocations through onshore or offshore investments. For bonds, China is included in most global bond indices, and some investors have an Asian bond allocation as part of a broader emerging market debt strategic allocation. To learn more about multi-asset investing in post-pandemic China and the other four takes, click on “read report.”