Still Many Opportunities in China

Even as investors are spooked by China, some think the region still has a lot to offer.

Yan Barcelo 29 October, 2021 | 1:50AM
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Shanghai City

Last month, we talked about how the Chinese economy was set to slow down significantly in the next few years, and possibly stagnate. With the recent government crackdowns on many sectors, and all that coalesced to sour the mood of many investors toward China.

But there are some pockets of opportunity, especially when you remember some key numbers, as Fred Demers, Investment strategist at BMO Global Asset Management points out. By 2025, the country will represent one fifth of world GDP. “It remains a pillar of world growth, yet it only represents 5% to 10% of investors’ portfolios. Mind you, that underweight was not a bad thing in view of everything that happened recently,” Demers notes.

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About Author

Yan Barcelo  is a veteran financial and economic journalist with more than 30 years of experience, writing for many publications in Toronto and in Montreal, including CPA MagazineLes Affaires and Commerce.

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