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China Innovation: Completing Global Innovation and Emerging Markets Equity Allocations

In our view, China’s innovation capacity is now too large to ignore. We believe this makes China innovation appropriate not only for investors seeking to deepen their China exposure within Emerging Markets but also for those building a more complete global innovation allocation.

In this paper we consider:

  • The case for China innovation: its breadth and depth
  • Why now: The structural and fundamental catalysts
  • What China brings to a global innovation allocation
  • Problem solvers: Matthews’ approach to investing in China innovation

 

 
China Innovation: Completing Global Innovation and Emerging Markets Equity Allocations

 

IMPORTANT INFORMATION

The views and information discussed in this report are as of the date of publication, are subject to change and may not reflect current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles. Investment involves risk. Investing in international and emerging markets may involve additional risks, such as social and political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation. Investing in small- and mid-size companies is more risky and volatile than investing in large companies as they may be more volatile and less liquid than larger companies. Past performance is no guarantee of future results. The information contained herein has been derived from sources believed to be reliable and accurate at the time of compilation, but no representation or warranty (express or implied) is made as to the accuracy or completeness of any of this information. Matthews Asia and its affiliates do not accept any liability for losses either direct or consequential caused by the use of this information.