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China's new economy takes root

China's new economy takes root

16-04-2019 | Insight
The Chinese economy is currently experiencing a downturn and we believe it will hit rock bottom in the second quarter. The recovery is likely to take place in the second half of the year due to last year’s government policy steps, says Victoria Mio, CIO at Robeco China.
  • Victoria  Mio
    Victoria
    Mio
    CIO Chinese Equities

Speed read

  • Markets are in the midst of recovery on the back of stimulus measures
  • Economy is on a rebalancing track, with services claiming a larger share
  • The MSCI A-share inclusion offers significant investment opportunities

We expect the stimulus measures to support equity markets. The ongoing rebalancing of the Chinese economy has brought new themes to the fore. Consumption upgrade, technology and innovation are set to create multiple new opportunities for investors. Also, the MSCI China A shares inclusion is offering access to significant long-term investment opportunities.

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