A-Ha! How to play China's dual market in equity ownership

The Chinese market has had scant attention from investors in the years after the global financial crisis. Little wonder – the Chinese equity market was one of the biggest losers at the time, suffering a 63% drop from peak to trough, and it has not experienced the same relief and liquidity-driven rally many other markets have since then. However, that is beginning to change, with a noticeable pick up in newsflow and an increasing number of managers pointing to the Chinese economy as a theme in portfolio structuring. The case for China Over the past two decades, China’s economy has se...