China: Game over? Think again.
Are China’s best years behind it? We don’t think so. Slower growth doesn’t mean no growth. We unpack some of the reasons why China will remain a contender for years to come.
A bottom-up, unconstrained strategy focused on delivering rising income and capital growth by investing in quality Asia-Pacific companies at sensible valuations.
Our local teams are on the ground, seeking out cash-generative companies with strong balance sheets and paying attractive dividends to their shareholders.
Environmental, social and governance (ESG) analysis is embedded in our research process. Each company’s ESG practices are critical in managing risk and determining the likelihood of long-term success.
RISK WARNING
The value of investments and the income from them can go down as well as up and you may get back less than the amount invested.