Matthews Asia - Sinology
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.
Is China Tanking?
Chinese equities have been soft and President Trump is threatening a trade war, leading to some jitters about the state of the economy. But new macro data for the second quarter reflect that economic fundamentals and corporate earnings in China remain strong.
Key Points:
- Chinese equities may be soft, but industrial earnings and margins remain firm, and China is still the world’s best consumer story.
- There is a high probability that Xi Jinping and Trump will resolve the bilateral tariff dispute in the fall, but if I’m wrong and it escalates into a real trade war, the impact on the Chinese economy and majority of Chinese companies will not be dramatic.
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