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Greater China Equities – In or Out?

Despite concerns over slower growth, shadow banking and corporate governance issues in China, the Greater China Equity panellists at our inaugural Morningstar Investment Conference in Asia were bullish on the market. 

Germaine Share 23 June, 2014 | 9:43
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Despite concerns over slower growth, shadow banking and corporate governance issues in China, the Greater China Equity panellists at our inaugural Morningstar Investment Conference in Asia were bullish on the market. They outlined how they identified opportunities and some of the key issues investors faced in this challenging market.

Christina Chung, Head of Greater China Equity at Allianz Global Investors, Nicholas Yeo, Director and Head of China/Hong Kong Equities at Aberdeen Asset Management and Sam le Cornu, Senior Portfolio Manager of Asian Listed Equities at Macquarie, shared their thoughts on the Greater China equities market. Chung and Yeo each manage a Morningstar Bronze-rated Chinese equity fund at their respective firms while le Cornu manages a Bronze-rated Asia ex-Japan mandate with a strong Chinese tilt.

The panel kicked off with the panellists sharing their views on China. Chung stated that structural challenges and overinvestment in certain sectors would present a weak short-term outlook for China and therefore advised people to be patient when investing in the country. However, she expected government-driven reforms would increase productivity and efficiency in the market, benefiting investors in the long term.

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About Author

Germaine Share  Germaine Share is a Senior Manager Research Analyst with Morningstar Investment Management Asia.

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