China A-shares

It’s a truth universally acknowledged that equity market returns are likely to be muted going forward. But salvation might arrive in the form of domestic activist strategies. “From a timing perspective, we think the forward-looking environment presents a much more challenging return outlook for equity investors given the extended low interest rate and bull market…

The China growth story is well known to international investors but the best way to access profitable growth and the various risks continue to evolve as part of that story. In a session devoted to ‘Investing for Change in China A-Shares’ at last week’s JANA annual conference (September 16), Wenchang Ma, Hong Kong-based portfolio manager…