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China’s Relevance for the Global Investor

Global Equities

BNP Paribas Asset Management

Key Takeaways

China has a strong investment potential and is a frontrunner for the developments in other emerging market countries. China has rapidly transformed the country’s global position – from a backward feudal society suffering widespread poverty until the 1980s, to a nation that 40 years later is a formidable and influential global competitor economically, politically and also militarily. China has a population of around 1.4 billion and is currently the world’s second largest economy after the US.

Chinese companies comprise roughly 45% of the investments in our Asian equity portfolio and 32% in the Emerging Markets portfolio. Over the years, we have repeatedly experienced that the key to achieving success as a long-term equity investor is to align stock exposures with the agenda of the Chinese government. Understanding the complexity of the country and the visions that President Xi Jinping and the Communist Party are pursuing is essential. The purpose of this paper is to identify the measures and regulations that are crucial for long-term investors to understand in the coming years and thus provide insight into China’s geo-economic strategy and policies across various sectors as the country heads towards its modernisation goal, its so-called Vision 2049.

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