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In a surprising move, China’s Financial Stability Development Committee recently announced its plans to introduce supportive actions for financial markets. Driven by the improved outlook for China, we upgrade our three-month call on Asia ex-Japan equities from Underweight to Overweight.
Vice Premier Liu He's announcement came after a 12-month long downtrend in China stocks, on the back of compelling valuations and earnings momentum bottoming out. We see asymmetric risk-reward in favour of being invested.
Ready to act now?
Simply click on the stock or fund name below for direct access to our online trading platforms.
Allianz All China Equity
A comprehensive strategy that invests holistically across China equities irrespective of listing location (SH, HK, NY) for complementary opportunities, with similar allocation to benchmark (close to 40% China A-Shares, 60% offshore). The “All China” approach seeks to add value through stock selection, rather than market or sector allocation, with proven performance driver through sector and market neutral allocation.
Managed by Co-PMs with a combined 34yrs of experience, the fund has an attractive risk/return profile that successfully captures the upside with relative downside protection in periods of drawdown.
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