How Managers Navigate Policy Overhang

Medalist equity managers share their approaches to the uncertainties after China’s regulatory shake-ups.

Kate Lin, CAIA 24.08.2021
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Portfolio managers investing in Chinese and Asian equities have been taking a holistic view of the recent policy changes, and feel that the reform is more about the region’s long-term development, rather than a short-term measure that will impact a few industries.

 

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Fidelity China Focus SR-Acc-SGD2.05 SGD-1.00Rating

About Author

Kate Lin, CAIA

Kate Lin, CAIA  is a Data Journalist for Morningstar Asia, and is based in Hong Kong

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