Now is the time to load up on Chinese A shares

clock

China's plans to widen access to its A shares market for international investors have been held back, but rules are set to be relaxed soon. Hermes manager Jonathan Pines explains why he has been loading up on A shares in anticipation.

As is the case with practically all international fund managers running Asian funds, most of our exposure to China in the Hermes Asia ex Japan fund is held via Hong Kong-listed H shares. Most managers running Asian equities funds have been holding Hong Kong-listed H shares, but an upcoming change could mean more managers turning to Shanghai-listed A shares. Relaxing access to A shares In the fourth quarter, the Chinese Securities Regulatory Commission will loosen the rules to allow international investors to more easily access the A shares market, which up until now has been mainly...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Asia

Kepler Partners' Josef Licsauer: Why it could finally be Japan's time in the sun

Kepler Partners' Josef Licsauer: Why it could finally be Japan's time in the sun

'Once-moribund stock market'

Josef Licsauer
clock 16 July 2024 • 5 min read
Value Partners Group's David Townsend: Unlocking the potential of China's A-share market

Value Partners Group's David Townsend: Unlocking the potential of China's A-share market

For more than two decades, China's domestic stock markets have beckoned foreign investors with the promise of riding the wave of the nation's phenomenal economic expansion.

David Townsend
clock 20 June 2024 • 4 min read
Chikara's Andrew Draycott: A letter from India

Chikara's Andrew Draycott: A letter from India

'Everything starts to make more sense'

Andrew Draycott
clock 19 June 2024 • 4 min read
Trustpilot