Investing in China: Finding Opportunity With a Long-Term View
A P&I roundtable of experts from Barings, PineBridge Investments and Sagard China offer insights from their long experience actively investing in China to highlight trends, sectors and companies.
While the trade dispute between the U.S. and China continues to dominate the headlines and its recent slowdown in economic growth has raised some concerns, institutional investors should be looking closely at opportunities to invest in Chinese equities for longer-term diversification and alpha, according to this Pensions & Investments’ roundtable of experts. Demographics and structural shifts in China’s economy underpin excellent growth prospects in many sectors, including consumption-related services, technology and more. In this discussion, Ghadir Cooper, global head of equities at Barings; Jun Li, chief investment officer at Sagard China; and Anik Sen, global head of equities at PineBridge Investments, offer insights from their long experience actively investing in China to highlight fascinating trends and share some sectors and companies they are invested in.