Reforms in the state-owned sector – supply-side reforms, sector consolidation and mixed ownership initiatives – have helped China manage its slowing economy and avoid a painful “hard landing” amid a global contraction.

Reforms in the state-owned sector – supply-side reforms, sector consolidation and mixed ownership initiatives – have helped China manage its slowing economy and avoid a painful “hard landing” amid a global contraction. As a result, Chinese equities have been one of the best performing equity markets year-to-date, underpinned by robust earnings growth. Against this backdrop, we discuss some new additions to our China portfolios and highlight the performance drivers of the China market year-to-date.

 

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