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China's economy and equity markets haven't had an easy ride. But we believe there are still plenty of attractive investment opportunities – if you know where to look.
By James KENNEY, Senior Investment Manager, Pictet Asset Management
Investors in Chinese equities have had a tough couple of years, a period marked by disappointing economic growth, regulatory crackdowns on a number of industries and ongoing tensions between Washington and Beijing. Many of these clouds have yet to dissipate. A weak property market will continue to drag on growth, deflationary pressures could linger, and exports will stagnate. The infrastructure investment cycle, which had held up because of significant investment into renewables and clean energy, is also likely...
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