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Matthews Asia - Asia Insight

Matthews Asia is an independent investment management firm focused solely on investing in Asia. They specialise in actively managed, bottom-up portfolio management, with a focus on generating long-term investment performance.

China’s A-Share Market: More Investable than Skeptics Might Think

China’s A-share market is the second-largest stock market in the world, behind only the U.S. market, it has grown too large for investors to ignore.


The reasons the A-share market has become more investable are improved corporate governance and better disclosures, the ability of companies to create value for investors, company discipline around capital allocation and the fading role of state ownership in certain sectors.


Key observations:

  • The A-share market opens more opportunities for global investors to take part in China’s dynamic economy that is taking shape as the country shifts away from exports and manufacturing and more toward innovation, consumer consumption and services.
  • A-share companies are outdoing Chinese companies listed in offshore markets in areas such as comprehensive disclosure requirements and stricter regulation on potential conflicts of interest.
  • With a better understanding of the A-share market, a long-term strategic view and a disciplined company due diligence process, investors can find opportunities in the A-share market.


Learn more about the Matthews Asia - Asia Dividend Fund

Learn more about the Matthews Asia - Pacific Tiger Fund

Learn more about the Matthews Asia - Japan Fund

Learn more about the Matthews Asia - India Fund









September 2017

Please note that these are the views of Joyce Li, CFA, Portfolio Manager, Matthews Asia and Raymond Deng, Senior Research Analyst, Matthews Asia and should not be interpreted as the views of RL360°.

Authors

Joyce Li, CFA

Portfolio Manager, Matthews Asia


Raymond Deng

Senior Research Analyst, Matthews Asia

September 2017

Please note that these are the views of Joyce Li, and Raymond Deng for Matthews Asia and should not be interpreted as the views of RL360°.

360° fund links

Funds from Matthews Asia are available via our guided architecture products Oracle, Paragon, Quantum, Quantum Malaysia, LifePlan, Protected Lifestyle and Protected Lifestyle Lebanon, and also through our PIMS portfolio bond.