Why the long-term investment case for China remains intact

clock • 4 min read

There has been a recent step-up in regulation in China which has resulted in a sell-off in Chinese stocks, says Alastair Reynolds (pictured below), portfolio manager on the Martin Currie Global Emerging Markets Strategy. Naturally this has caused some concern for investors and uncertainty about the future investment landscape. However, China is home to some of the world's most promising companies and that some of the common arguments for excluding China do not hold merit under scrutiny. The new economy companies that are attracting regulatory attention today have, on the whole, bee...

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