Skip to main content
Search

China’s growing pains

UK: Suitable for professional clients only.

Date: 08 November 2021

Listen to the podcast

Nick Payne, head of global emerging markets at Jupiter Asset Management joins Paul Craig and Hinesh Patel to discuss the recent tectonic shifts in China’s regulatory landscape, how many of the changes underway are much in line with what’s happening in western markets and why the recent hit to Chinese share prices is an excellent opportunity to build new positions in this keystone market.

As Nick explains, “China is slowing; the model is changing over the next decade or so….it is becoming an economy where more than half the growth is driven by consumption and services, much like in the West.”

Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rates may cause the value of overseas investments to rise or fall.

This communication is issued by Quilter Investors Limited (“Quilter Investors”), Senator House, 85 Queen Victoria Street, London, England, EC4V 4AB. Quilter Investors is registered in England and Wales (number: 04227837) and is authorised and regulated by the Financial Conduct Authority (FRN: 208543) but is not licenced or regulated by the Monetary Authority of Singapore (“MAS”).

Meet the authors

Paul Craig

Portfolio Manager

Hinesh Patel

Portfolio Manager

Cirilium range

An actively managed globally diversified solution investing in active strategies across a diverse range of asset classes.

View the Cirilium range

Get in touch with the investment directors

Email enquiries@quilterinvestors.com or call +44(0)207 167 3700 to find out more on the full range of multi-asset solutions.

Meet the investment directors

Feedback

We would really like to hear your thoughts on this new blog - please email us with any feedback, topics you would like to see covered or general suggestions for our future posts.

Email us your feedback