Investing in China
By
Liam KennedyOctober 2021 (Magazine)
Investors the world over are thinking about China, from Soros to Mr and Ms Main Street. Our contribution to this theme (written before the Evergrande story broke) looks at both private and public equity, where managers are looking to align portfolios with China’s long-term investment needs. From a manager selection perspective, boots plus portfolio managers on the ground were an essential ingredient for successful portfolio positioning ahead of the July regulatory crackdown.