China: The Investing Story Unfolding Before Us

Generally off-limits to individual investors, one of the world’s largest equity markets is slowly opening. See how this change and more may influence your portfolio.


In China, iconic investor Warren Buffett is known as the “god of stocks” and his image has adorned everything from mouse pads to phone cases. China’s equity market is one of the largest in the world by volume and total market capitalization. Yet China-listed stocks have remained largely a world apart for individual foreign investors. That’s changing. Manraj Sekhon shares his thoughts on the big themes and bottom-up opportunities that are part of investing in China today.

Q: What’s your sense of the current investment landscape?

Manraj Sekhon: There are many drivers around Chinese equities right now. For instance, we’ve been through a phase where the general backdrop has been positive, driven by the cyclical pickup in developed economies, particularly the United States. Within China, we’ve seen strong growth in some new-economy businesses such as information technology and consumer services.

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