The Outlook for China in 2019

All eyes on China: short-term risks but long-term investment opportunities

While markets have priced in the risks of a US-China trade war, investors have not yet absorbed what a shift from engagement to containment will mean longer term for Chinese securities.

The weight of China in the MSCI EM index is large and increasing. As such, we believe investors may want to consider a stand-alone Chinese allocation that encompasses both onshore and offshore Chinese securities as part of a long-term strategy to capture higher returns than those available in developed markets.

Key takeaways:

  • Security selection key as shift in US-China relations raises risk of policy mistake
  • Constructive on China’s long-term growth story
  • Consider stand-alone China allocation
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More on the 2019 Global Market Outlook

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