China remains investable but adapting to changes is key

CHINA'S policy has been top on investors' minds in 2021 and has had a meaningful impact on several industries. Investors who were caught by surprise may ponder: Are Chinese equities still investable?

From our perspective, understanding the goals of government policies can help investors navigate the regulatory environment and China remains a fertile hunting ground for active stock pickers. We believe that attractive opportunities lie in China's rising star companies and undiscovered leaders across niche and fragmented industries.

Beijing tends to 'fix the roof when the sun is shining'