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LGIM s Crossley: Shunning PAIFs is a travesty

Year of Tiger: Investors cautiously optimistic

China is expected to recover economically this year, but the superpower is on the “back-foot” as it contends with many of the issues that plagued it in 2021 – a year marred by dire performance for Chinese equities.

Year of Tiger: Investors cautiously optimistic

China is expected to recover economically this year, but the superpower is on the “back-foot” as it contends with many of the issues that plagued it in 2021 – a year marred by dire performance for Chinese equities.

How should investors approach China?

China made the headlines for all the wrong reasons in 2021, as slowing growth, defaults in the highly levered real estate sector, and an apparent move by the government to focus on social priorities above growth – including the introduction of investor-unfriendly regulations impairing certain sectors with little warning – all combined to damage investor confidence.

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