Jessica Pyman’s Post

Foreign investors are increasingly scrutinizing China's capital markets as opportunities continue to widen and diversify. According to Qian Jun, executive dean of the Fudan International School of Finance, many foreign investors have noted that their Asia, particularly China, portfolios are underweight. This shift comes as China implements policies to reverse an economic slowdown, including monetary stimulus measures. Investors are particularly interested in Shanghai, which is positioning itself as a global center for RMB-denominated financial assets. The city aims to offer more financial products and easier market access for global investors, reinforcing its role as an international financial hub.

For investors looking for long-term growth, China's current economic scenario might be an untapped avenue worth considering. Navigating the volatile and complex markets of China requires more than just capital; it demands expertise and strategic foresight. Many global investors have retreated due to perceived economic instabilities and strict regulatory measures, leaving Chinese equities at substantial valuation discounts compared to other markets. June Lui, lead portfolio manager of Polen Capital's China growth strategy, offers a compelling perspective for those considering entering or re-engaging with the Chinese market. Despite the risks, Lui argues that now is an opportune time for fundamental investors to acquire quality companies at considerable discounts. She believes that current market conditions have sifted out fleeting investors, leaving a wealth of undervalued assets—what Lui metaphorically describes as the "pearls left on the beach when the tide goes out." 🎥 Watch the insightful dialogue between Jean Maunoury, deputy CEO-CIO, research and investment at iM Global Partner and June Lui on navigating the intricacies of the Chinese market and identifying potential investment gems. For more information on our Partner, Polen Capital, please visit: https://lnkd.in/eKz6_Bcw #AssetManagement #InvestmentManagement #China #markets #Equities #PeoplePerformance

“Our job is to try to be a bit contrarian, to invest and to be determined when people have a lot of fear.” Helen Xihua Chen, Portfolio Manager, argues that China could still shine in the coming years despite market sentiment. We were joined by members of our investment team Tianyi T. and Helen Xihua Chen as they discussed recent market concerns while highlighting the long-term structural opportunities in the China equities market amidst attractive valuations. Watch more: https://bit.ly/3KL5FqH

Powering the next growth engine! Under this theme, the Asian Financial Forum (Jan 13-14) has gathered some 3,600 financial and business elites from around the world to share expert insights. A highlight of the opening day was a keynote luncheon speech by Former World Bank Chief Economist & Senior Vice President Prof Justin Yifu Lin. He underscored Hong Kong's important intermediary role in connecting international investors with new opportunities in Mainland China while helping Mainland companies to explore global markets, a view echoed by Hong Kong Trade Development Council Deputy Executive Director Patrick Lau. https://lnkd.in/g4K75rfA Video: news.gov.hk #hongkong #brandhongkong #asiasworldcity #financialservices #HKTDC #AsianFinancialForum #AFF2025

China’s dynamic market offers diverse investment avenues, whether you’re interested in foreign direct investment, the stock market, or partnering with local businesses. The growing collaboration between China and other leading economies, particularly the United States, underscores the global significance of China as an investment destination. However, to truly capitalize on these opportunities, it’s essential to stay informed about the evolving regulatory environment, cultural nuances, and market trends. Whether you’re a seasoned investor or just starting, being prepared will allow you to navigate the complexities of the Chinese market and achieve long-term success. Read our Full Article Before You are thinking about Investing In China. https://lnkd.in/gqABjsVx

This downtrend in FDI into China in recent years invites plenty of questions. Are global investors really deserting China? We did a double take in the first of a new data-led series, and here are what we found: http://from.ubs/6040YW9In #FDI #China #EmergingMarkets #ShareUBS

China is advancing its economic reforms by transforming capital markets to attract foreign investment, effective December 2, 2024. Updated measures for foreign strategic investment in A-share companies lower thresholds and reduce lock-up periods, introducing flexible routes to attract investors. This reflects China’s commitment to a more open, dynamic market - fostering growth and innovation. We discuss China’s new measures to open A-share market to foreign investment: https://ow.ly/7ios50UcvSV #AsiaBriefing #ChinaBriefing #ChinaEconomy #ForeignInvestment #CapitalMarkets #AShareMarket #EconomicReforms

Powering the next growth engine! Under this theme, the Asian Financial Forum (Jan 13-14) has gathered some 3,600 financial and business elites from around the world to share expert insights. A highlight of the opening day was a keynote luncheon speech by Former World Bank Chief Economist & Senior Vice President Prof Justin Yifu Lin. He underscored Hong Kong's important intermediary role in connecting international investors with new opportunities in Mainland China while helping Mainland companies to explore global markets, a view echoed by Hong Kong Trade Development Council Deputy Executive Director Patrick Lau. https://lnkd.in/gHRei4hm Video: news.gov.hk #hongkong #brandhongkong #asiasworldcity #financialservices #HKTDC #AsianFinancialForum #AFF2025 #megaevent #megaHK

In an increasingly interconnected world, the ability to transcend geographical boundaries and strong international ties is paramount for businesses seeking sustained growth and success. Recognizing this imperative, China has embarked on an ambitious endeavor – the Belt and Road Initiative (“BRI”) that promises to redefine the boundaries of global trade, investment, and economic development. Read More: https://lnkd.in/g-a5j-cs #Beltandroadinitiative #BRI #China #globalbuinessesinchina #foreigndirectinvestment #AIIB #silkroadfund

Multinational companies and global investors are continually reassessing their strategies for the China market amid geopolitical headwinds, domestic and international regulatory pressures, and evolving dynamics in China’s macroeconomy. Aside from the much-reported 'China de-risking' transactions, we are seeing a variety of approaches. The common theme is contingency planning and downside protection. It’s not all doom and gloom. Our seasoned China experts shared their on-the-ground perspectives on the approaches being evaluated or implemented by multinationals at our Asia In-House Counsel Forum 2024. Alan Wang | Richard Bird | Sarah Su | John Choong #AsiaInHouseCounselForum2024 #AsiaRedefined