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#ideas2invest

7 April 2022

Upgrade China on proactive policy support

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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.

Improved outlook for China



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What does this mean for your portfolio?

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.

We like these:

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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