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