Investors in China would be wise to look beyond the mega-cap stocks most affected by last year’s regulatory action and move down the market cap spectrum to niche leaders.
KUALA LUMPUR: Maybank Asset Management Group Bhd’s (MAMG) subsidiary, Maybank Asset Management Sdn Bhd, has launched the first-of-its-kind China Equity Fund which focuses beyond the 100 largest Chinese stocks.
T. Rowe Price’s Wenli Zheng seeks to explain the thinking behind China’s interventions, and why foreign investors need to think about regulation in terms of cycles.